Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,914 | $157,276-86.1% | $141,177-84.5% | $152,885-85.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 22.05% | 64.33%-42.3pp | 71.40%-49.4pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,039 | $7,110+13.1% | $6,710+19.8% | $5,851+37.4% |
| Admin fee / account holder | $465 | $12,123-96.2% | $10,263-95.5% | $11,598-96.0% |