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 | $3,860 | $114,119-96.6% | $107,187-96.4% | $138,895-97.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.97% | 273.21%-254.2pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $278 | $4,059-93.2% | $3,782-92.7% | $4,194-93.4% |
| Participant deferral / active EE | $1,774 | $5,538-68.0% | $5,096-65.2% | $6,396-72.3% |
| Admin fee / account holder | $957 | $10,024-90.5% | $9,162-89.6% | $12,562-92.4% |