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 | $14,293 | $162,136-91.2% | $152,301-90.6% | $154,746-90.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 54.20% | 91.02%-36.8pp | 80.50%-26.3pp | 172.34%-118.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,670 | $8,341-20.0% | $8,004-16.7% | $6,730-0.9% |
| Admin fee / account holder | $5,761 | $15,759-63.4% | $14,398-60.0% | $14,365-59.9% |