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 | $12,791 | $75,832-83.1% | $147,617-91.3% | $59,633-78.6% |
| Participation rate | 71.0% | 71.6%-0.6pp | 84.6%-13.7pp | 68.7%+2.3pp |
| Annual return | -1.21% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,192 | $3,131+2.0% | $4,895-34.8% | $3,1920% |
| Admin fee / account holder | $7,475 | $5,986+24.9% | $11,612-35.6% | $4,297+74.0% |