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 | $13,127 | $167,504-92.2% | $151,628-91.3% | $134,509-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.45% | 7.81%-23.3pp | 3.34%-18.8pp | 418.13%-433.6pp |
| Employer contribution / active EE | $934 | $6,828-86.3% | $6,165-84.9% | $4,741-80.3% |
| Participant deferral / active EE | $4,543 | $8,985-49.4% | $8,363-45.7% | $6,400-29.0% |
| Admin fee / account holder | $452 | $13,779-96.7% | $11,613-96.1% | $11,427-96.0% |