Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,627 | $77,157-88.8% | $108,405-92.0% | $85,851-90.0% |
| Participation rate | 75.8% | 74.7%+1.1pp | 80.1%-4.4pp | 69.3%+6.4pp |
| Annual return | 20.13% | 44.55%-24.4pp | 905.55%-885.4pp | 318.63%-298.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,121 | $5,567-43.9% | $6,563-52.4% | $3,952-21.0% |
| Admin fee / account holder | $394 | $5,174-92.4% | $7,297-94.6% | $6,261-93.7% |