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 | $237,848 | $821,658-71.1% | $740,967-67.9% | $382,429-37.8% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 8.41% | 11.77%-3.4pp | 11.85%-3.4pp | 248.85%-240.4pp |
| Employer contribution / active EE | $15,000 | $11,052+35.7% | $10,506+42.8% | $8,036+86.7% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $28,114 | $85,347-67.1% | $75,689-62.9% | $30,732-8.5% |