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 | $14,276 | $196,972-92.8% | $182,262-92.2% | $198,609-92.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 12.11% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,029 | $8,643-18.7% | $8,276-15.1% | $6,977+0.7% |
| Admin fee / account holder | $6,003 | $18,429-67.4% | $16,712-64.1% | $19,030-68.5% |