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 | $7,037 | $167,362-95.8% | $143,799-95.1% | $134,532-94.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -12.27% | 0.47%-12.7pp | -0.04%-12.2pp | 418.27%-430.5pp |
| Employer contribution / active EE | $544 | $5,620-90.3% | $4,952-89.0% | $4,741-88.5% |
| Participant deferral / active EE | $2,321 | $6,447-64.0% | $5,638-58.8% | $6,401-63.7% |
| Admin fee / account holder | $924 | $18,094-94.9% | $14,677-93.7% | $11,429-91.9% |