Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,048 | $138,114-94.9% | $125,391-94.4% | $134,545-94.8% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | 23.79% | 750.88%-727.1pp | 572.41%-548.6pp | 418.37%-394.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,940 | $7,801-36.7% | $7,448-33.7% | $6,401-22.8% |
| Admin fee / account holder | $890 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |