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 | $10,167 | $75,962-86.6% | $154,111-93.4% | $64,173-84.2% |
| Participation rate | 87.3% | 70.4%+16.9pp | 83.0%+4.2pp | 69.6%+17.7pp |
| Annual return | -4.24% | 30.32%-34.6pp | 735.18%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $381 | $3,350-88.6% | $5,298-92.8% | $2,381-84.0% |
| Participant deferral / active EE | $1,582 | $3,175-50.2% | $5,081-68.9% | $3,470-54.4% |
| Admin fee / account holder | $5,385 | $5,589-3.7% | $13,411-59.8% | $4,887+10.2% |