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 | $12,275 | $115,903-89.4% | $100,528-87.8% | $158,966-92.3% |
| Participation rate | 77.3% | 81.6%-4.3pp | 79.4%-2.1pp | 82.0%-4.7pp |
| Annual return | 67.98% | 34.80%+33.2pp | 30.90%+37.1pp | 302.95%-235.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,196 | $6,677-37.2% | $6,271-33.1% | $5,983-29.9% |
| Admin fee / account holder | $1,436 | $11,000-86.9% | $8,084-82.2% | $11,250-87.2% |