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 | $10,962 | $162,136-93.2% | $152,301-92.8% | $154,746-92.9% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 17.73% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,886 | $8,341-41.4% | $8,004-39.0% | $6,730-27.4% |
| Admin fee / account holder | $2,220 | $15,759-85.9% | $14,398-84.6% | $14,365-84.5% |