Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,534 | $89,370-91.6% | $141,197-94.7% | $72,976-89.7% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 41.39% | 111.88%-70.5pp | 71.41%-30.0pp | 81.02%-39.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,686 | $5,419+4.9% | $6,710-15.3% | $3,608+57.6% |
| Admin fee / account holder | $840 | $5,957-85.9% | $10,265-91.8% | $5,124-83.6% |