Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,452 | $93,117-98.4% | $77,096-98.1% | $134,532-98.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -21.00% | 62.67%-83.7pp | 42.35%-63.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,302 | $5,241-75.2% | $4,429-70.6% | $6,401-79.7% |
| Admin fee / account holder | $479 | $6,948-93.1% | $5,428-91.2% | $11,429-95.8% |