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 | $8,785 | $73,848-88.1% | $143,799-93.9% | $68,486-87.2% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.5pp | 67.9%+19.9pp |
| Annual return | -11.55% | 0.91%-12.5pp | -0.04%-11.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,590 | $3,385-53.0% | $5,638-71.8% | $4,028-60.5% |
| Admin fee / account holder | $2,125 | $5,755-63.1% | $14,677-85.5% | $5,404-60.7% |