Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,011 | $129,737-93.1% | $119,126-92.4% | $154,746-94.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.44% | 379.08%-358.6pp | 282.11%-261.7pp | 172.34%-151.9pp |
| Employer contribution / active EE | $320 | $4,375-92.7% | $4,034-92.1% | $4,379-92.7% |
| Participant deferral / active EE | $4,775 | $5,842-18.3% | $5,318-10.2% | $6,730-29.0% |
| Admin fee / account holder | $562 | $11,961-95.3% | $10,693-94.7% | $14,365-96.1% |