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 | $15,540 | $167,362-90.7% | $143,799-89.2% | $134,532-88.4% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -19.59% | 0.47%-20.1pp | -0.04%-19.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $400 | $5,620-92.9% | $4,952-91.9% | $4,741-91.6% |
| Participant deferral / active EE | $3,897 | $6,447-39.6% | $5,638-30.9% | $6,401-39.1% |
| Admin fee / account holder | $2,722 | $18,094-85.0% | $14,677-81.5% | $11,429-76.2% |