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 | $7,603 | $49,199-84.5% | $121,210-93.7% | $75,177-89.9% |
| Participation rate | 92.2% | 55.4%+36.7pp | 69.5%+22.6pp | 67.2%+25.0pp |
| Annual return | 19.66% | 56.04%-36.4pp | 987.41%-967.8pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,935 | $2,630-26.4% | $4,084-52.6% | $4,126-53.1% |
| Admin fee / account holder | $341 | $3,946-91.4% | $5,647-94.0% | $5,651-94.0% |