Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,201 | $160,070-94.9% | $147,117-94.4% | $145,897-94.4% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.82% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,985 | $8,419-17.0% | $8,065-13.4% | $6,689+4.4% |
| Admin fee / account holder | $2,421 | $15,035-83.9% | $12,993-81.4% | $13,390-81.9% |