Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,873 | $89,364-86.7% | $141,177-91.6% | $72,983-83.7% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 24.56% | 111.86%-87.3pp | 71.40%-46.8pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,796 | $5,419-11.5% | $6,710-28.5% | $3,608+32.9% |
| Admin fee / account holder | $517 | $5,959-91.3% | $10,263-95.0% | $5,124-89.9% |