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 | $9,441 | $98,766-90.4% | $149,730-93.7% | $79,852-88.2% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.8pp |
| Annual return | 57.03% | 27.43%+29.6pp | 276.70%-219.7pp | 31.72%+25.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,657 | $5,681-0.4% | $6,843-17.3% | $3,740+51.2% |
| Admin fee / account holder | $1,753 | $6,052-71.0% | $9,310-81.2% | $5,306-67.0% |