Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,645 | $175,646-92.8% | $129,118-90.2% | $134,532-90.6% |
| Participation rate | 73.3% | 81.6%-8.2pp | 77.2%-3.9pp | 81.2%-7.9pp |
| Annual return | -14.88% | -11.39%-3.5pp | -10.94%-3.9pp | 418.27%-433.1pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,389 | $7,970-70.0% | $6,539-63.5% | $6,401-62.7% |
| Admin fee / account holder | $3,475 | $23,578-85.3% | $14,305-75.7% | $11,429-69.6% |