Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,970 | $105,284-81.0% | $150,734-86.8% | $94,015-78.8% |
| Participation rate | 90.9% | 71.7%+19.2pp | 78.4%+12.5pp | 70.8%+20.1pp |
| Annual return | 22.34% | 15.67%+6.7pp | 600.81%-578.5pp | 17.84%+4.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,210 | $4,274+68.7% | $5,610+28.5% | $4,249+69.7% |
| Admin fee / account holder | $1,258 | $9,839-87.2% | $14,905-91.6% | $8,951-86.0% |