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 | $24,493 | $183,978-86.7% | $162,171-84.9% | $152,885-84.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.90% | 150.78%-114.9pp | 115.60%-79.7pp | 345.39%-309.5pp |
| Employer contribution / active EE | $1,354 | $6,370-78.7% | $5,613-75.9% | $4,763-71.6% |
| Participant deferral / active EE | $13,544 | $8,033+68.6% | $7,297+85.6% | $5,851+131.5% |
| Admin fee / account holder | $1,586 | $13,122-87.9% | $10,843-85.4% | $11,598-86.3% |