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 | $155,253 | $284,927-45.5% | $210,053-26.1% | $382,429-59.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 13.60% | 281.55%-267.9pp | 232.76%-219.2pp | 248.85%-235.2pp |
| Employer contribution / active EE | $8,333 | $6,452+29.2% | $4,521+84.3% | $8,036+3.7% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $223,536 | $19,753+1031.7% | $16,990+1215.7% | $30,732+627.4% |