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 | $19,439 | $99,875-80.5% | $146,866-86.8% | $86,983-77.7% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.5%+13.4pp |
| Annual return | 55.59% | 28.10%+27.5pp | 102.85%-47.3pp | 25.83%+29.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,037 | $6,322+27.1% | $7,759+3.6% | $4,194+91.6% |
| Admin fee / account holder | $3,771 | $7,838-51.9% | $13,620-72.3% | $7,856-52.0% |