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 | $14,646 | $59,116-75.2% | $86,438-83.1% | $68,486-78.6% |
| Participation rate | 97.4% | 75.2%+22.1pp | 80.3%+17.0pp | 67.9%+29.5pp |
| Annual return | 52.93% | -0.23%+53.2pp | 4397.19%-4344.3pp | -7.85%+60.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,707 | $5,902+98.4% | $6,952+68.4% | $4,028+190.7% |
| Admin fee / account holder | $618 | $5,639-89.0% | $6,733-90.8% | $5,404-88.6% |