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 | $11,860 | $202,326-94.1% | $172,745-93.1% | $152,870-92.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 52.12% | 1029.72%-977.6pp | 802.90%-750.8pp | 345.34%-293.2pp |
| Employer contribution / active EE | $1,042 | $5,858-82.2% | $5,144-79.8% | $4,763-78.1% |
| Participant deferral / active EE | $6,806 | $5,948+14.4% | $5,197+31.0% | $5,850+16.3% |
| Admin fee / account holder | $588 | $17,110-96.6% | $13,954-95.8% | $11,597-94.9% |