Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,146 | $102,595-96.0% | $94,057-95.6% | $154,746-97.3% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 16.30% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,584 | $5,118-49.5% | $4,709-45.1% | $6,730-61.6% |
| Admin fee / account holder | $1,981 | $7,736-74.4% | $7,244-72.7% | $14,365-86.2% |