Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,163 | $196,972-91.3% | $182,262-90.6% | $198,609-91.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.32% | 158.27%-142.0pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $1,330 | $5,364-75.2% | $5,046-73.6% | $5,055-73.7% |
| Participant deferral / active EE | $5,272 | $8,643-39.0% | $8,276-36.3% | $6,977-24.4% |
| Admin fee / account holder | $24,218 | $18,429+31.4% | $16,712+44.9% | $19,030+27.3% |