Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,291 | $180,462-96.0% | $154,111-95.3% | $135,379-94.6% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | -7.17% | 888.17%-895.3pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $820 | $6,036-86.4% | $5,298-84.5% | $4,779-82.8% |
| Participant deferral / active EE | $2,330 | $5,806-59.9% | $5,081-54.1% | $5,609-58.5% |
| Admin fee / account holder | $765 | $16,145-95.3% | $13,411-94.3% | $10,828-92.9% |