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 | $19,982 | $102,382-80.5% | $147,005-86.4% | $80,874-75.3% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 12.31% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $564 | $3,715-84.8% | $4,934-88.6% | $2,756-79.5% |
| Participant deferral / active EE | $3,369 | $6,646-49.3% | $8,070-58.2% | $4,297-21.6% |
| Admin fee / account holder | $1,501 | $7,942-81.1% | $13,006-88.5% | $6,935-78.4% |