Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,281 | $100,073-95.7% | $85,126-95.0% | $145,877-97.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 57.84% | 84.11%-26.3pp | 66.63%-8.8pp | 551.28%-493.4pp |
| Employer contribution / active EE | $199 | $3,236-93.8% | $2,731-92.7% | $4,663-95.7% |
| Participant deferral / active EE | $4,894 | $5,294-7.6% | $4,523+8.2% | $6,691-26.8% |
| Admin fee / account holder | $597 | $7,261-91.8% | $6,160-90.3% | $13,402-95.5% |