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 | $5,570 | $73,863-92.5% | $143,797-96.1% | $68,490-91.9% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | -19.05% | 0.91%-20.0pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,805 | $3,385-46.7% | $5,638-68.0% | $4,028-55.2% |
| Admin fee / account holder | $1,334 | $5,756-76.8% | $14,679-90.9% | $5,403-75.3% |