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 | $8,660 | $133,981-93.5% | $112,249-92.3% | $134,532-93.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.34% | 47.16%-63.5pp | 27.48%-43.8pp | 418.27%-434.6pp |
| Employer contribution / active EE | $766 | $4,040-81.0% | $3,636-78.9% | $4,741-83.8% |
| Participant deferral / active EE | $1,519 | $5,292-71.3% | $4,729-67.9% | $6,401-76.3% |
| Admin fee / account holder | $28,961 | $7,492+286.6% | $6,412+351.6% | $11,429+153.4% |