Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,003 | $183,988-82.6% | $162,177-80.3% | $152,897-79.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 26.52% | 150.79%-124.3pp | 115.60%-89.1pp | 345.43%-318.9pp |
| Employer contribution / active EE | $368 | $6,370-94.2% | $5,613-93.5% | $4,764-92.3% |
| Participant deferral / active EE | $10,908 | $8,032+35.8% | $7,297+49.5% | $5,851+86.4% |
| Admin fee / account holder | $12,810 | $13,123-2.4% | $10,843+18.1% | $11,599+10.4% |