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 | $21,925 | $196,972-88.9% | $182,262-88.0% | $198,609-89.0% |
| Participation rate | 86.4% | 85.7%+0.7pp | 84.2%+2.1pp | 82.4%+4.0pp |
| Annual return | 89.39% | 158.27%-68.9pp | 140.60%-51.2pp | 202.70%-113.3pp |
| Employer contribution / active EE | $114 | $5,364-97.9% | $5,046-97.7% | $5,055-97.7% |
| Participant deferral / active EE | $5,682 | $8,643-34.3% | $8,276-31.3% | $6,977-18.6% |
| Admin fee / account holder | $2,038 | $18,429-88.9% | $16,712-87.8% | $19,030-89.3% |