Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,407 | $185,312-93.8% | $161,489-92.9% | $154,746-92.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 19.80% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $147 | $4,769-96.9% | $4,268-96.5% | $4,379-96.6% |
| Participant deferral / active EE | $2,851 | $6,350-55.1% | $5,630-49.4% | $6,730-57.6% |
| Admin fee / account holder | $487 | $18,654-97.4% | $16,006-97.0% | $14,365-96.6% |