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 | $6,071 | $55,472-89.1% | $155,567-96.1% | $74,546-91.9% |
| Participation rate | 86.4% | 61.9%+24.5pp | 78.2%+8.2pp | 67.2%+19.2pp |
| Annual return | 19.42% | 268.72%-249.3pp | 64.74%-45.3pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,808 | $2,838+34.2% | $5,628-32.3% | $4,347-12.4% |
| Admin fee / account holder | $413 | $1,743-76.3% | $15,916-97.4% | $1,944-78.7% |