Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,824 | $227,566-91.7% | $189,558-90.1% | $167,518-88.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.5%+1.5pp | 82.1%-2.1pp |
| Annual return | 18.95% | 78.43%-59.5pp | 64.19%-45.2pp | 478.71%-459.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,846 | $7,002-30.8% | $6,174-21.5% | $6,342-23.6% |
| Admin fee / account holder | $1,533 | $11,881-87.1% | $9,809-84.4% | $12,312-87.5% |