Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,471 | $185,883-90.1% | $170,043-89.1% | $139,466-86.8% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 28.85% | 60.54%-31.7pp | 53.40%-24.6pp | 373.66%-344.8pp |
| Employer contribution / active EE | $1,415 | $7,596-81.4% | $6,790-79.2% | $4,754-70.2% |
| Participant deferral / active EE | $4,155 | $11,626-64.3% | $10,410-60.1% | $6,712-38.1% |
| Admin fee / account holder | $367 | $15,393-97.6% | $12,824-97.1% | $11,409-96.8% |