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 | $5,397 | $138,102-96.1% | $125,381-95.7% | $134,532-96.0% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | 30.40% | 750.73%-720.3pp | 572.31%-541.9pp | 418.27%-387.9pp |
| Employer contribution / active EE | $1 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,535 | $7,801-41.9% | $7,448-39.1% | $6,401-29.1% |
| Admin fee / account holder | $596 | $11,568-94.9% | $10,007-94.0% | $11,429-94.8% |