Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,163 | $160,040-90.5% | $147,096-89.7% | $145,877-89.6% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 10.71% | 98.49%-87.8pp | 419.75%-409.0pp | 551.28%-540.6pp |
| Employer contribution / active EE | $660 | $5,289-87.5% | $4,936-86.6% | $4,663-85.8% |
| Participant deferral / active EE | $3,390 | $8,429-59.8% | $8,071-58.0% | $6,691-49.3% |
| Admin fee / account holder | $9,969 | $15,050-33.8% | $13,005-23.3% | $13,402-25.6% |