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 | $12,941 | $110,083-88.2% | $151,639-91.5% | $68,486-81.1% |
| Participation rate | 95.3% | 84.0%+11.4pp | 87.5%+7.9pp | 67.9%+27.5pp |
| Annual return | 2.88% | -10.12%+13.0pp | 3.34%-0.5pp | -7.85%+10.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,534 | $6,526+30.8% | $8,363+2.0% | $4,028+111.9% |
| Admin fee / account holder | $3,110 | $7,718-59.7% | $11,613-73.2% | $5,404-42.4% |