Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,666 | $57,312-95.3% | $86,617-96.9% | $75,181-96.5% |
| Participation rate | 84.0% | 63.2%+20.8pp | 71.7%+12.3pp | 67.2%+16.8pp |
| Annual return | 16.26% | 2672.78%-2656.5pp | 591.91%-575.7pp | 160.69%-144.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $847 | $3,319-74.5% | $4,437-80.9% | $4,126-79.5% |
| Admin fee / account holder | $3,760 | $4,114-8.6% | $5,613-33.0% | $5,650-33.4% |