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 | $13,731 | $160,040-91.4% | $147,096-90.7% | $145,877-90.6% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 16.85% | 98.49%-81.6pp | 419.75%-402.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,025 | $5,289-80.6% | $4,936-79.2% | $4,663-78.0% |
| Participant deferral / active EE | $3,436 | $8,429-59.2% | $8,071-57.4% | $6,691-48.7% |
| Admin fee / account holder | $968 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |