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 | $12,380 | $167,353-92.6% | $143,797-91.4% | $134,545-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.74% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $289 | $5,620-94.9% | $4,952-94.2% | $4,742-93.9% |
| Participant deferral / active EE | $6,310 | $6,447-2.1% | $5,638+11.9% | $6,401-1.4% |
| Admin fee / account holder | $2,986 | $18,096-83.5% | $14,679-79.7% | $11,431-73.9% |