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 | $7,831 | $124,980-93.7% | $108,359-92.8% | $154,746-94.9% |
| Participation rate | 94.1% | 75.2%+18.9pp | 70.1%+24.0pp | 80.7%+13.4pp |
| Annual return | 54.56% | 45.00%+9.6pp | 36.89%+17.7pp | 172.34%-117.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,775 | $4,743+0.7% | $4,137+15.4% | $6,730-29.0% |
| Admin fee / account holder | $691 | $11,502-94.0% | $9,741-92.9% | $14,365-95.2% |