Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,688 | $64,729-91.2% | $112,263-94.9% | $68,490-91.7% |
| Participation rate | 91.5% | 67.2%+24.4pp | 75.1%+16.5pp | 67.9%+23.6pp |
| Annual return | -16.02% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $414 | $2,746-84.9% | $3,636-88.6% | $2,597-84.1% |
| Participant deferral / active EE | $2,059 | $3,566-42.3% | $4,729-56.5% | $4,028-48.9% |
| Admin fee / account holder | $850 | $5,222-83.7% | $6,410-86.7% | $5,403-84.3% |