Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,531 | $93,598-93.0% | $135,974-95.2% | $75,173-91.3% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 243.03% | 30.89%+212.1pp | 68.30%+174.7pp | 160.72%+82.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,720 | $6,405-26.3% | $7,760-39.2% | $4,126+14.4% |
| Admin fee / account holder | $2,379 | $6,978-65.9% | $10,767-77.9% | $5,651-57.9% |