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 | $14,076 | $168,635-91.7% | $147,617-90.5% | $125,389-88.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.34% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,158 | $6,252-81.5% | $5,564-79.2% | $4,866-76.2% |
| Participant deferral / active EE | $2,482 | $5,507-54.9% | $4,895-49.3% | $5,352-53.6% |
| Admin fee / account holder | $338 | $13,580-97.5% | $11,612-97.1% | $9,541-96.5% |