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 | $7,226 | $138,312-94.8% | $122,979-94.1% | $155,188-95.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 45.66% | 22.06%+23.6pp | 20.12%+25.5pp | 148.84%-103.2pp |
| Employer contribution / active EE | $258 | $3,530-92.7% | $3,062-91.6% | $4,248-93.9% |
| Participant deferral / active EE | $10,291 | $5,592+84.0% | $5,003+105.7% | $6,531+57.6% |
| Admin fee / account holder | $945 | $15,089-93.7% | $12,864-92.7% | $14,480-93.5% |