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 | $11,416 | $223,823-94.9% | $211,142-94.6% | $154,746-92.6% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 25.80% | 50.39%-24.6pp | 46.84%-21.0pp | 172.34%-146.5pp |
| Employer contribution / active EE | $1,193 | $6,787-82.4% | $6,442-81.5% | $4,379-72.7% |
| Participant deferral / active EE | $4,365 | $9,750-55.2% | $9,284-53.0% | $6,730-35.2% |
| Admin fee / account holder | $1,473 | $19,707-92.5% | $19,076-92.3% | $14,365-89.7% |