Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,997 | $159,978-93.1% | $147,041-92.5% | $145,978-92.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 16.77% | 98.36%-81.6pp | 419.21%-402.4pp | 550.52%-533.7pp |
| Employer contribution / active EE | $878 | $5,288-83.4% | $4,935-82.2% | $4,662-81.2% |
| Participant deferral / active EE | $3,129 | $8,429-62.9% | $8,071-61.2% | $6,690-53.2% |
| Admin fee / account holder | $690 | $15,053-95.4% | $13,006-94.7% | $13,400-94.9% |