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 | $9,045 | $79,894-88.7% | $135,792-93.3% | $82,637-89.1% |
| Participation rate | 89.6% | 63.0%+26.6pp | 72.6%+17.0pp | 68.1%+21.5pp |
| Annual return | 78.37% | 17.20%+61.2pp | 25.96%+52.4pp | 53.51%+24.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,786 | $3,194-44.1% | $4,759-62.5% | $4,126-56.7% |
| Admin fee / account holder | $481 | $6,434-92.5% | $12,266-96.1% | $7,339-93.4% |