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 | $11,834 | $167,352-92.9% | $143,788-91.8% | $134,509-91.2% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | 291.61% | 0.47%+291.1pp | -0.03%+291.6pp | 418.13%-126.5pp |
| Employer contribution / active EE | $890 | $5,620-84.2% | $4,952-82.0% | $4,741-81.2% |
| Participant deferral / active EE | $4,766 | $6,447-26.1% | $5,638-15.5% | $6,400-25.5% |
| Admin fee / account holder | $363 | $18,091-98.0% | $14,675-97.5% | $11,427-96.8% |