Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,943 | $172,111-97.1% | $150,298-96.7% | $137,256-96.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 19.22% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,784 | $6,166-38.6% | $5,453-30.6% | $6,407-40.9% |
| Admin fee / account holder | $573 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |