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 | $12,693 | $75,962-83.3% | $154,111-91.8% | $64,173-80.2% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -3.99% | 30.32%-34.3pp | 735.18%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $368 | $3,350-89.0% | $5,298-93.1% | $2,381-84.5% |
| Participant deferral / active EE | $1,268 | $3,175-60.1% | $5,081-75.1% | $3,470-63.5% |
| Admin fee / account holder | $5,467 | $5,589-2.2% | $13,411-59.2% | $4,887+11.9% |