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 | $5,810 | $72,012-91.9% | $185,827-96.9% | $79,858-92.7% |
| Participation rate | 79.4% | 65.8%+13.7pp | 78.0%+1.4pp | 69.6%+9.8pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,185 | $3,779+37.2% | $5,633-7.9% | $3,740+38.6% |
| Admin fee / account holder | $400 | $4,513-91.1% | $9,502-95.8% | $5,306-92.5% |