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 | $10,382 | $56,339-81.6% | $104,301-90.0% | $68,486-84.8% |
| Participation rate | 88.9% | 63.3%+25.6pp | 73.3%+15.6pp | 67.9%+21.0pp |
| Annual return | -13.96% | -9.19%-4.8pp | 24.61%-38.6pp | -7.85%-6.1pp |
| Employer contribution / active EE | $424 | $1,960-78.4% | $3,373-87.4% | $2,597-83.7% |
| Participant deferral / active EE | $2,194 | $3,077-28.7% | $4,626-52.6% | $4,028-45.5% |
| Admin fee / account holder | $2,787 | $4,902-43.1% | $7,340-62.0% | $5,404-48.4% |