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 | $4,174 | $148,623-97.2% | $135,974-96.9% | $139,466-97.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 22.73% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $640 | $5,246-87.8% | $4,859-86.8% | $4,754-86.5% |
| Participant deferral / active EE | $2,798 | $8,103-65.5% | $7,760-63.9% | $6,712-58.3% |
| Admin fee / account holder | $1,020 | $12,406-91.8% | $10,767-90.5% | $11,409-91.1% |