Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,183 | $148,582-97.2% | $135,942-96.9% | $139,456-97.0% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 29.05% | 79.26%-50.2pp | 68.28%-39.2pp | 373.45%-344.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,628 | $8,101-67.6% | $7,759-66.1% | $6,711-60.8% |
| Admin fee / account holder | $762 | $12,402-93.9% | $10,764-92.9% | $11,407-93.3% |