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 | $8,053 | $106,524-92.4% | $152,301-94.7% | $87,485-90.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.4%+7.2pp | 68.9%+20.7pp |
| Annual return | 22.61% | 26.89%-4.3pp | 80.50%-57.9pp | 26.06%-3.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,248 | $6,525-19.6% | $8,004-34.4% | $4,274+22.8% |
| Admin fee / account holder | $1,735 | $8,287-79.1% | $14,398-87.9% | $7,775-77.7% |