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 | $9,585 | $96,731-90.1% | $123,973-92.3% | $86,983-89.0% |
| Participation rate | 88.5% | 70.0%+18.4pp | 76.7%+11.8pp | 69.5%+18.9pp |
| Annual return | 39.62% | 17.33%+22.3pp | 388.13%-348.5pp | 25.83%+13.8pp |
| Employer contribution / active EE | $443 | $3,297-86.6% | $4,126-89.3% | $2,584-82.9% |
| Participant deferral / active EE | $2,609 | $4,152-37.2% | $5,247-50.3% | $4,194-37.8% |
| Admin fee / account holder | $325 | $8,722-96.3% | $11,799-97.2% | $7,856-95.9% |