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 | $21,059 | $198,457-89.4% | $170,435-87.6% | $147,586-85.7% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 9.39% | 257.30%-247.9pp | 205.94%-196.6pp | 578.59%-569.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,413 | $5,629-57.1% | $4,939-51.1% | $5,439-55.6% |
| Admin fee / account holder | $7,602 | $16,852-54.9% | $13,881-45.2% | $10,886-30.2% |