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 | $6,789 | $111,535-93.9% | $105,223-93.5% | $137,256-95.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.28% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $752 | $3,939-80.9% | $3,689-79.6% | $4,156-81.9% |
| Participant deferral / active EE | $1,664 | $5,500-69.7% | $5,072-67.2% | $6,407-74.0% |
| Admin fee / account holder | $791 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |