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 | $14,469 | $100,811-85.6% | $86,698-83.3% | $134,545-89.2% |
| Participation rate | 94.4% | 79.0%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -16.62% | 29.11%-45.7pp | 35.96%-52.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $725 | $3,490-79.2% | $2,837-74.4% | $4,742-84.7% |
| Participant deferral / active EE | $1,777 | $5,339-66.7% | $4,656-61.8% | $6,401-72.2% |
| Admin fee / account holder | $1,038 | $10,926-90.5% | $7,492-86.1% | $11,431-90.9% |