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 | $842 | $176,402-99.5% | $134,162-99.4% | $158,982-99.5% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 8.01% | 63.66%-55.6pp | 36.35%-28.3pp | 302.99%-295.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $575 | $4,093-85.9% | $3,500-83.6% | $5,983-90.4% |
| Admin fee / account holder | $1,096 | $8,719-87.4% | $6,685-83.6% | $11,252-90.3% |