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 | $24,743 | $209,422-88.2% | $178,503-86.1% | $158,982-84.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.64% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,014 | $5,707-82.2% | $5,011-79.8% | $4,763-78.7% |
| Participant deferral / active EE | $3,219 | $5,955-46.0% | $5,202-38.1% | $5,983-46.2% |
| Admin fee / account holder | $551 | $17,079-96.8% | $13,987-96.1% | $11,252-95.1% |