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 | $9,236 | $185,312-95.0% | $161,489-94.3% | $154,746-94.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 20.39% | 103.84%-83.5pp | 89.72%-69.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $614 | $4,769-87.1% | $4,268-85.6% | $4,379-86.0% |
| Participant deferral / active EE | $2,586 | $6,350-59.3% | $5,630-54.1% | $6,730-61.6% |
| Admin fee / account holder | $1,708 | $18,654-90.8% | $16,006-89.3% | $14,365-88.1% |