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 | $7,887 | $58,493-86.5% | $84,021-90.6% | $72,975-89.2% |
| Participation rate | 91.3% | 61.2%+30.0pp | 69.0%+22.2pp | 69.5%+21.8pp |
| Annual return | 114.65% | 28.93%+85.7pp | 71.32%+43.3pp | 81.01%+33.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,519 | $2,394+130.6% | $3,239+70.4% | $3,608+53.0% |
| Admin fee / account holder | $864 | $4,569-81.1% | $6,102-85.8% | $5,124-83.1% |