Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,463 | $134,817-93.7% | $123,973-93.2% | $155,188-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.92% | 515.49%-500.6pp | 388.13%-373.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $724 | $4,425-83.6% | $4,126-82.4% | $4,248-83.0% |
| Participant deferral / active EE | $2,044 | $5,706-64.2% | $5,247-61.0% | $6,531-68.7% |
| Admin fee / account holder | $609 | $13,245-95.4% | $11,799-94.8% | $14,480-95.8% |