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 | $11,886 | $167,352-92.9% | $143,788-91.7% | $134,509-91.2% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -16.42% | 0.47%-16.9pp | -0.03%-16.4pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,144 | $5,620-79.6% | $4,952-76.9% | $4,741-75.9% |
| Participant deferral / active EE | $3,527 | $6,447-45.3% | $5,638-37.4% | $6,400-44.9% |
| Admin fee / account holder | $687 | $18,091-96.2% | $14,675-95.3% | $11,427-94.0% |