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 | $1,284 | $39,036-96.7% | $80,784-98.4% | $85,851-98.5% |
| Participation rate | 97.0% | 41.6%+55.4pp | 54.2%+42.8pp | 69.3%+27.6pp |
| Annual return | 12.45% | 26.31%-13.9pp | 87.31%-74.9pp | 318.63%-306.2pp |
| Employer contribution / active EE | $65 | $722-91.1% | $1,160-94.4% | $2,565-97.5% |
| Participant deferral / active EE | $417 | $1,326-68.6% | $2,145-80.6% | $3,952-89.5% |
| Admin fee / account holder | $698 | $2,429-71.2% | $3,380-79.3% | $6,261-88.8% |