Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,655 | $52,353-96.8% | $120,225-98.6% | $82,448-98.0% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 18.53% | 61.85%-43.3pp | 439.23%-420.7pp | 41.64%-23.1pp |
| Employer contribution / active EE | $57 | $1,510-96.2% | $3,475-98.4% | $2,551-97.8% |
| Participant deferral / active EE | $978 | $2,627-62.8% | $3,999-75.5% | $4,139-76.4% |
| Admin fee / account holder | $539 | $4,363-87.7% | $5,696-90.5% | $7,234-92.6% |