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 | $9,808 | $93,345-89.5% | $119,126-91.8% | $87,485-88.8% |
| Participation rate | 90.0% | 68.7%+21.3pp | 75.8%+14.2pp | 68.9%+21.1pp |
| Annual return | 24.01% | 19.08%+4.9pp | 282.11%-258.1pp | 26.06%-2.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,516 | $4,099-38.6% | $5,318-52.7% | $4,274-41.1% |
| Admin fee / account holder | $349 | $8,039-95.7% | $10,693-96.7% | $7,775-95.5% |