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 | $22,834 | $223,823-89.8% | $211,142-89.2% | $154,746-85.2% |
| Participation rate | 72.7% | 87.9%-15.1pp | 87.3%-14.6pp | 80.7%-8.0pp |
| Annual return | 25.63% | 50.39%-24.8pp | 46.84%-21.2pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,436 | $6,787-78.8% | $6,442-77.7% | $4,379-67.2% |
| Participant deferral / active EE | $4,285 | $9,750-56.1% | $9,284-53.8% | $6,730-36.3% |
| Admin fee / account holder | $1,602 | $19,707-91.9% | $19,076-91.6% | $14,365-88.8% |