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 | $3,524 | $181,062-98.1% | $158,223-97.8% | $155,188-97.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.74% | 57.39%-45.6pp | 52.09%-40.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $91 | $4,565-98.0% | $4,109-97.8% | $4,248-97.9% |
| Participant deferral / active EE | $2,340 | $6,134-61.9% | $5,467-57.2% | $6,531-64.2% |
| Admin fee / account holder | $4,085 | $18,825-78.3% | $16,047-74.5% | $14,480-71.8% |