Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,081 | $96,123-88.5% | $77,361-85.7% | $198,609-94.4% |
| Participation rate | 92.9% | 81.1%+11.7pp | 75.0%+17.9pp | 82.4%+10.5pp |
| Annual return | 16.03% | 2054.81%-2038.8pp | 1011.54%-995.5pp | 202.70%-186.7pp |
| Employer contribution / active EE | $602 | $3,791-84.1% | $2,990-79.9% | $5,055-88.1% |
| Participant deferral / active EE | $2,236 | $4,975-55.1% | $3,911-42.8% | $6,977-68.0% |
| Admin fee / account holder | $1,194 | $9,471-87.4% | $5,894-79.7% | $19,030-93.7% |