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 | $13,312 | $167,362-92.0% | $143,799-90.7% | $134,532-90.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -5.70% | 0.47%-6.2pp | -0.04%-5.7pp | 418.27%-424.0pp |
| Employer contribution / active EE | $2 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,347 | $6,447-32.6% | $5,638-22.9% | $6,401-32.1% |
| Admin fee / account holder | $330 | $18,094-98.2% | $14,677-97.8% | $11,429-97.1% |