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 | $2,567 | $81,358-96.8% | $155,556-98.3% | $80,959-96.8% |
| Participation rate | 81.1% | 66.3%+14.9pp | 78.2%+2.9pp | 67.7%+13.5pp |
| Annual return | 13.14% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,699 | $3,455-50.8% | $5,631-69.8% | $4,300-60.5% |
| Admin fee / account holder | $952 | $7,994-88.1% | $15,885-94.0% | $6,925-86.3% |