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 | $5,407 | $156,398-96.5% | $147,318-96.3% | $138,895-96.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 32.46% | 78.75%-46.3pp | 70.43%-38.0pp | 145.39%-112.9pp |
| Employer contribution / active EE | $82 | $4,853-98.3% | $4,593-98.2% | $4,194-98.0% |
| Participant deferral / active EE | $2,635 | $8,237-68.0% | $7,906-66.7% | $6,396-58.8% |
| Admin fee / account holder | $357 | $14,976-97.6% | $13,708-97.4% | $12,562-97.2% |