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 | $1,426 | $100,073-98.6% | $85,126-98.3% | $145,877-99.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 12.35% | 84.11%-71.8pp | 66.63%-54.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $12 | $3,236-99.6% | $2,731-99.6% | $4,663-99.7% |
| Participant deferral / active EE | $925 | $5,294-82.5% | $4,523-79.6% | $6,691-86.2% |
| Admin fee / account holder | $354 | $7,261-95.1% | $6,160-94.3% | $13,402-97.4% |