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 | $19,735 | $223,823-91.2% | $211,142-90.7% | $154,746-87.2% |
| Participation rate | 79.2% | 87.9%-8.7pp | 87.3%-8.1pp | 80.7%-1.5pp |
| Annual return | 79.04% | 50.39%+28.6pp | 46.84%+32.2pp | 172.34%-93.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,429 | $9,750+17.2% | $9,284+23.1% | $6,730+69.8% |
| Admin fee / account holder | $4,578 | $19,707-76.8% | $19,076-76.0% | $14,365-68.1% |