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 | $7,932 | $65,961-88.0% | $180,320-95.6% | $94,015-91.6% |
| Participation rate | 85.2% | 61.3%+24.0pp | 71.5%+13.7pp | 70.8%+14.4pp |
| Annual return | 17.79% | 14.27%+3.5pp | 778.54%-760.7pp | 17.84%-0.1pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,682 | $3,003+22.6% | $4,304-14.5% | $4,249-13.4% |
| Admin fee / account holder | $958 | $4,901-80.5% | $10,000-90.4% | $8,951-89.3% |