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 | $89,259-89.3% | $107,187-91.1% | $82,637-88.4% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 39.62% | 21.02%+18.6pp | 204.55%-164.9pp | 53.51%-13.9pp |
| Employer contribution / active EE | $443 | $3,080-85.6% | $3,782-88.3% | $2,552-82.7% |
| Participant deferral / active EE | $2,609 | $4,037-35.4% | $5,096-48.8% | $4,126-36.8% |
| Admin fee / account holder | $325 | $7,381-95.6% | $9,162-96.4% | $7,339-95.6% |