Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,583 | $50,554-85.0% | $67,681-88.8% | $87,485-91.3% |
| Participation rate | 79.5% | 67.7%+11.8pp | 73.7%+5.8pp | 68.9%+10.6pp |
| Annual return | 15.55% | 17.81%-2.3pp | 590.58%-575.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,054 | $2,961-64.4% | $3,976-73.5% | $4,274-75.3% |
| Admin fee / account holder | $1,118 | $4,132-73.0% | $6,100-81.7% | $7,775-85.6% |