Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,822 | $185,312-92.5% | $161,489-91.4% | $154,746-91.1% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 130.15% | 103.84%+26.3pp | 89.72%+40.4pp | 172.34%-42.2pp |
| Employer contribution / active EE | $359 | $4,769-92.5% | $4,268-91.6% | $4,379-91.8% |
| Participant deferral / active EE | $3,433 | $6,350-45.9% | $5,630-39.0% | $6,730-49.0% |
| Admin fee / account holder | $589 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |