Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,499 | $106,524-80.8% | $152,301-86.5% | $87,485-76.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 155.11% | 26.89%+128.2pp | 80.50%+74.6pp | 26.06%+129.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,813 | $6,525-10.9% | $8,004-27.4% | $4,274+36.0% |
| Admin fee / account holder | $1,521 | $8,287-81.7% | $14,398-89.4% | $7,775-80.4% |