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 | $9,145 | $185,883-95.1% | $170,043-94.6% | $139,466-93.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 37.18% | 60.54%-23.4pp | 53.40%-16.2pp | 373.66%-336.5pp |
| Employer contribution / active EE | $517 | $7,596-93.2% | $6,790-92.4% | $4,754-89.1% |
| Participant deferral / active EE | $6,255 | $11,626-46.2% | $10,410-39.9% | $6,712-6.8% |
| Admin fee / account holder | $341 | $15,393-97.8% | $12,824-97.3% | $11,409-97.0% |