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 | $20,782 | $223,823-90.7% | $211,142-90.2% | $154,746-86.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 42.64% | 50.39%-7.8pp | 46.84%-4.2pp | 172.34%-129.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,859 | $9,750+1.1% | $9,284+6.2% | $6,730+46.5% |
| Admin fee / account holder | $593 | $19,707-97.0% | $19,076-96.9% | $14,365-95.9% |