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 | $8,392 | $99,644-91.6% | $86,438-90.3% | $134,532-93.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -20.33% | 6787.26%-6807.6pp | 4397.19%-4417.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,586 | $7,247-9.1% | $6,952-5.3% | $6,401+2.9% |
| Admin fee / account holder | $2,276 | $8,375-72.8% | $6,733-66.2% | $11,429-80.1% |