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 | $9,041 | $181,062-95.0% | $158,223-94.3% | $155,188-94.2% |
| Participation rate | 73.7% | 82.7%-9.0pp | 79.2%-5.5pp | 80.8%-7.1pp |
| Annual return | 19.13% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,747 | $6,134-22.6% | $5,467-13.2% | $6,531-27.3% |
| Admin fee / account holder | $568 | $18,825-97.0% | $16,047-96.5% | $14,480-96.1% |