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 | $2,612 | $183,516-98.6% | $155,534-98.3% | $145,884-98.2% |
| Participation rate | 81.0% | 82.7%-1.8pp | 78.2%+2.7pp | 80.3%+0.6pp |
| Annual return | 22.49% | 61.43%-38.9pp | 64.92%-42.4pp | 551.85%-529.4pp |
| Employer contribution / active EE | $489 | $5,315-90.8% | $4,675-89.5% | $4,662-89.5% |
| Participant deferral / active EE | $2,274 | $6,467-64.8% | $5,630-59.6% | $6,690-66.0% |
| Admin fee / account holder | $370 | $19,293-98.1% | $15,900-97.7% | $13,392-97.2% |