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 | $29,751 | $196,972-84.9% | $182,262-83.7% | $198,609-85.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.26% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $70 | $5,364-98.7% | $5,046-98.6% | $5,055-98.6% |
| Participant deferral / active EE | $6,773 | $8,643-21.6% | $8,276-18.2% | $6,977-2.9% |
| Admin fee / account holder | $11,595 | $18,429-37.1% | $16,712-30.6% | $19,030-39.1% |