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 | $10,895 | $102,393-89.4% | $147,041-92.6% | $80,911-86.5% |
| Participation rate | 85.4% | 75.9%+9.6pp | 82.2%+3.2pp | 67.6%+17.8pp |
| Annual return | 40.86% | 134.95%-94.1pp | 419.21%-378.4pp | 35.63%+5.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,261 | $6,647-20.8% | $8,071-34.8% | $4,297+22.4% |
| Admin fee / account holder | $437 | $7,943-94.5% | $13,006-96.6% | $6,935-93.7% |