Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,188 | $180,459-86.6% | $154,108-84.3% | $135,380-82.1% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | 0.57% | 888.21%-887.6pp | 735.21%-734.6pp | 519.81%-519.2pp |
| Employer contribution / active EE | $1,149 | $6,035-81.0% | $5,298-78.3% | $4,779-76.0% |
| Participant deferral / active EE | $2,651 | $5,806-54.3% | $5,081-47.8% | $5,609-52.7% |
| Admin fee / account holder | $6,634 | $16,145-58.9% | $13,411-50.5% | $10,828-38.7% |