Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,351 | $72,607-91.3% | $90,259-93.0% | $87,485-92.7% |
| Participation rate | 77.1% | 64.8%+12.3pp | 70.7%+6.4pp | 68.9%+8.2pp |
| Annual return | 51.69% | 18.59%+33.1pp | 18.88%+32.8pp | 26.06%+25.6pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,885 | $3,055-38.3% | $3,827-50.7% | $4,274-55.9% |
| Admin fee / account holder | $536 | $5,947-91.0% | $7,267-92.6% | $7,775-93.1% |