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 | $12,196 | $138,078-91.2% | $125,363-90.3% | $134,509-90.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 510.27% | 750.49%-240.2pp | 572.15%-61.9pp | 418.13%+92.1pp |
| Employer contribution / active EE | $801 | $5,245-84.7% | $4,815-83.4% | $4,741-83.1% |
| Participant deferral / active EE | $2,619 | $7,800-66.4% | $7,447-64.8% | $6,400-59.1% |
| Admin fee / account holder | $14,247 | $11,566+23.2% | $10,005+42.4% | $11,427+24.7% |