Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,449 | $82,674-82.5% | $125,381-88.5% | $68,486-78.9% |
| Participation rate | 88.6% | 75.1%+13.6pp | 82.4%+6.3pp | 67.9%+20.7pp |
| Annual return | -7.21% | -5.97%-1.2pp | 572.31%-579.5pp | -7.85%+0.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,093 | $6,111+32.4% | $7,448+8.7% | $4,028+100.9% |
| Admin fee / account holder | $1,366 | $6,277-78.2% | $10,007-86.4% | $5,404-74.7% |