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 | $5,435 | $217,432-97.5% | $185,851-97.1% | $167,553-96.8% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 11.75% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.1pp |
| Employer contribution / active EE | $698 | $5,874-88.1% | $5,168-86.5% | $4,840-85.6% |
| Participant deferral / active EE | $2,444 | $6,357-61.6% | $5,569-56.1% | $6,343-61.5% |
| Admin fee / account holder | $14,179 | $19,820-28.5% | $16,245-12.7% | $12,316+15.1% |