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 | $4,349 | $58,391-92.6% | $76,667-94.3% | $72,976-94.0% |
| Participation rate | 73.2% | 67.4%+5.8pp | 72.1%+1.1pp | 69.5%+3.7pp |
| Annual return | 18.27% | 2306.65%-2288.4pp | 1166.74%-1148.5pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,698 | $2,690-36.9% | $3,336-49.1% | $3,608-52.9% |
| Admin fee / account holder | $315 | $4,014-92.2% | $6,423-95.1% | $5,124-93.9% |