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 | $2,835 | $185,312-98.5% | $161,489-98.2% | $154,746-98.2% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 11.31% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $921 | $4,769-80.7% | $4,268-78.4% | $4,379-79.0% |
| Participant deferral / active EE | $2,103 | $6,350-66.9% | $5,630-62.6% | $6,730-68.7% |
| Admin fee / account holder | $704 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |