Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,738 | $78,690-90.2% | $161,489-95.2% | $87,485-91.2% |
| Participation rate | 77.1% | 67.5%+9.7pp | 78.7%-1.6pp | 68.9%+8.2pp |
| Annual return | 19.51% | 32.74%-13.2pp | 89.72%-70.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,889 | $3,311-42.9% | $5,630-66.4% | $4,274-55.8% |
| Admin fee / account holder | $408 | $6,724-93.9% | $16,006-97.5% | $7,775-94.8% |