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 | $18,966 | $81,870-76.8% | $119,608-84.1% | $68,495-72.3% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.2pp | 67.9%+13.5pp |
| Annual return | -8.17% | -23.82%+15.6pp | -14.98%+6.8pp | -7.84%-0.3pp |
| Employer contribution / active EE | $347 | $2,692-87.1% | $4,232-91.8% | $2,596-86.6% |
| Participant deferral / active EE | $3,798 | $4,148-8.4% | $5,601-32.2% | $4,028-5.7% |
| Admin fee / account holder | $1,164 | $6,583-82.3% | $10,326-88.7% | $5,403-78.5% |