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 | $10,782 | $139,948-92.3% | $121,663-91.1% | $154,746-93.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.72% | 230.52%-215.8pp | 147.54%-132.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $603 | $3,521-82.9% | $3,020-80.0% | $4,379-86.2% |
| Participant deferral / active EE | $2,508 | $5,629-55.4% | $4,887-48.7% | $6,730-62.7% |
| Admin fee / account holder | $2,323 | $17,321-86.6% | $14,289-83.7% | $14,365-83.8% |