Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,353 | $105,160-94.9% | $94,679-94.3% | $139,456-96.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.92% | 38.04%-23.1pp | 156.75%-141.8pp | 373.45%-358.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,198 | $7,599+21.0% | $7,417+24.0% | $6,711+37.0% |
| Admin fee / account holder | $4,608 | $8,988-48.7% | $7,233-36.3% | $11,407-59.6% |