Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,644 | $81,870-91.9% | $119,608-94.4% | $68,495-90.3% |
| Participation rate | 85.0% | 71.9%+13.1pp | 79.3%+5.7pp | 67.9%+17.1pp |
| Annual return | -18.18% | -23.82%+5.6pp | -14.98%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,645 | $4,148-12.1% | $5,601-34.9% | $4,028-9.5% |
| Admin fee / account holder | $1,039 | $6,583-84.2% | $10,326-89.9% | $5,403-80.8% |