Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,659 | $159,978-92.7% | $147,041-92.1% | $145,978-92.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 15.06% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $776 | $5,288-85.3% | $4,935-84.3% | $4,662-83.4% |
| Participant deferral / active EE | $3,767 | $8,429-55.3% | $8,071-53.3% | $6,690-43.7% |
| Admin fee / account holder | $606 | $15,053-96.0% | $13,006-95.3% | $13,400-95.5% |