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 | $17,927 | $138,075-87.0% | $123,552-85.5% | $135,379-86.8% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | -8.95% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $854 | $5,152-83.4% | $4,628-81.5% | $4,779-82.1% |
| Participant deferral / active EE | $2,464 | $6,800-63.8% | $6,426-61.6% | $5,609-56.1% |
| Admin fee / account holder | $4,706 | $10,917-56.9% | $9,285-49.3% | $10,828-56.5% |