Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,368 | $82,674-85.0% | $125,363-90.1% | $68,495-81.9% |
| Participation rate | 88.7% | 75.0%+13.7pp | 82.4%+6.3pp | 67.9%+20.8pp |
| Annual return | -13.03% | -5.97%-7.1pp | 572.15%-585.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,628 | $6,111+57.6% | $7,447+29.3% | $4,028+139.1% |
| Admin fee / account holder | $524 | $6,276-91.6% | $10,005-94.8% | $5,403-90.3% |