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 | $23,614 | $160,059-85.2% | $140,019-83.1% | $135,379-82.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $920 | $6,420-85.7% | $5,605-83.6% | $4,779-80.8% |
| Participant deferral / active EE | $10,689 | $7,641+39.9% | $6,927+54.3% | $5,609+90.6% |
| Admin fee / account holder | $1,742 | $13,328-86.9% | $10,705-83.7% | $10,828-83.9% |