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 | $14,421 | $102,393-85.9% | $147,041-90.2% | $80,911-82.2% |
| Participation rate | 83.8% | 75.9%+7.9pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 23.78% | 134.95%-111.2pp | 419.21%-395.4pp | 35.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,827 | $6,647-57.5% | $8,071-65.0% | $4,297-34.2% |
| Admin fee / account holder | $749 | $7,943-90.6% | $13,006-94.2% | $6,935-89.2% |