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 | $5,905 | $54,239-89.1% | $70,098-91.6% | $68,495-91.4% |
| Participation rate | 79.2% | 64.5%+14.7pp | 70.5%+8.7pp | 67.9%+11.3pp |
| Annual return | -16.09% | -13.87%-2.2pp | 190.76%-206.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,794 | $2,957-39.3% | $3,849-53.4% | $4,028-55.4% |
| Admin fee / account holder | $6,077 | $4,691+29.6% | $6,266-3.0% | $5,403+12.5% |