Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,301 | $101,672-88.9% | $147,117-92.3% | $74,478-84.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.2%+5.3pp | 67.2%+20.3pp |
| Annual return | 23.74% | 8757.83%-8734.1pp | 420.54%-396.8pp | 1370.56%-1346.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,863 | $7,305-19.7% | $8,065-27.3% | $4,350+34.8% |
| Admin fee / account holder | $542 | $1,753-69.1% | $12,993-95.8% | $1,946-72.2% |