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 | $19,457 | $98,776-80.3% | $149,745-87.0% | $79,856-75.6% |
| Participation rate | 72.5% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+2.9pp |
| Annual return | 52.46% | 27.38%+25.1pp | 276.72%-224.3pp | 31.71%+20.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,016 | $5,681+5.9% | $6,843-12.1% | $3,741+60.8% |
| Admin fee / account holder | $1,639 | $6,053-72.9% | $9,312-82.4% | $5,306-69.1% |