Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,877 | $197,625-85.9% | $177,840-84.3% | $158,966-82.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.78% | 58.76%-47.0pp | 48.32%-36.5pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,293 | $6,698-80.7% | $5,919-78.2% | $4,762-72.8% |
| Participant deferral / active EE | $6,379 | $8,405-24.1% | $7,714-17.3% | $5,983+6.6% |
| Admin fee / account holder | $2,112 | $15,405-86.3% | $12,431-83.0% | $11,250-81.2% |