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 | $5,720 | $76,407-92.5% | $150,298-96.2% | $82,448-93.1% |
| Participation rate | 70.0% | 66.4%+3.6pp | 77.8%-7.8pp | 68.1%+1.9pp |
| Annual return | 18.68% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,566 | $3,214-51.3% | $5,453-71.3% | $4,139-62.2% |
| Admin fee / account holder | $1,538 | $6,352-75.8% | $14,116-89.1% | $7,234-78.7% |