Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,864 | $154,228-95.5% | $145,433-95.3% | $137,256-95.0% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 43.59% | 74.59%-31.0pp | 66.58%-23.0pp | 220.34%-176.8pp |
| Employer contribution / active EE | $823 | $4,804-82.9% | $4,554-81.9% | $4,156-80.2% |
| Participant deferral / active EE | $2,978 | $8,216-63.8% | $7,897-62.3% | $6,407-53.5% |
| Admin fee / account holder | $705 | $14,344-95.1% | $13,129-94.6% | $12,270-94.3% |