Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,068 | $73,848-91.8% | $143,799-95.8% | $68,486-91.1% |
| Participation rate | 87.9% | 66.7%+21.2pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -12.39% | 0.91%-13.3pp | -0.04%-12.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,260 | $3,385+25.9% | $5,638-24.4% | $4,028+5.8% |
| Admin fee / account holder | $1,195 | $5,755-79.2% | $14,677-91.9% | $5,404-77.9% |