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 | $21,987 | $185,856-88.2% | $170,028-87.1% | $139,456-84.2% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 14.10% | 60.52%-46.4pp | 53.39%-39.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,305 | $11,623-54.4% | $10,409-49.0% | $6,711-21.0% |
| Admin fee / account holder | $11,199 | $15,387-27.2% | $12,820-12.6% | $11,407-1.8% |