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 | $5,140 | $69,518-92.6% | $59,883-91.4% | $135,382-96.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -6.90% | 7.95%-14.9pp | 3.46%-10.4pp | 519.77%-526.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,309 | $4,204+2.5% | $3,402+26.7% | $5,609-23.2% |
| Admin fee / account holder | $4,715 | $5,734-17.8% | $3,591+31.3% | $10,829-56.5% |