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 | $8,009 | $147,556-94.6% | $129,031-93.8% | $198,609-96.0% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 19.07% | 37.41%-18.3pp | 34.67%-15.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,978 | $5,760-65.7% | $5,217-62.1% | $6,977-71.7% |
| Admin fee / account holder | $340 | $15,467-97.8% | $13,208-97.4% | $19,030-98.2% |