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 | $5,166 | $174,018-97.0% | $136,833-96.2% | $198,609-97.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 6.18% | 35.16%-29.0pp | 35.32%-29.1pp | 202.70%-196.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,867 | $2,873-35.0% | $2,441-23.5% | $6,977-73.2% |
| Admin fee / account holder | $397 | $5,434-92.7% | $4,706-91.6% | $19,030-97.9% |