Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,726 | $208,088-96.8% | $186,193-96.4% | $154,746-95.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.16% | 89.97%-71.8pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $13 | $4,340-99.7% | $3,918-99.7% | $4,379-99.7% |
| Participant deferral / active EE | $2,545 | $7,078-64.0% | $6,513-60.9% | $6,730-62.2% |
| Admin fee / account holder | $554 | $11,698-95.3% | $11,058-95.0% | $14,365-96.1% |