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 | $25,164 | $180,459-86.1% | $154,108-83.7% | $135,380-81.4% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.38% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,171 | $6,035-80.6% | $5,298-77.9% | $4,779-75.5% |
| Participant deferral / active EE | $2,390 | $5,806-58.8% | $5,081-53.0% | $5,609-57.4% |
| Admin fee / account holder | $2,606 | $16,145-83.9% | $13,411-80.6% | $10,828-75.9% |