Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,783 | $202,345-85.3% | $172,755-82.8% | $152,885-80.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 141.99% | 1029.77%-887.8pp | 802.94%-661.0pp | 345.39%-203.4pp |
| Employer contribution / active EE | $1,006 | $5,858-82.8% | $5,144-80.4% | $4,763-78.9% |
| Participant deferral / active EE | $3,032 | $5,948-49.0% | $5,198-41.7% | $5,851-48.2% |
| Admin fee / account holder | $350 | $17,111-98.0% | $13,955-97.5% | $11,598-97.0% |