Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,829 | $82,674-82.1% | $125,363-88.2% | $68,495-78.4% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | 28.87% | -5.97%+34.8pp | 572.15%-543.3pp | -7.84%+36.7pp |
| Employer contribution / active EE | $447 | $3,382-86.8% | $4,815-90.7% | $2,596-82.8% |
| Participant deferral / active EE | $9,239 | $6,111+51.2% | $7,447+24.1% | $4,028+129.4% |
| Admin fee / account holder | $1,164 | $6,276-81.5% | $10,005-88.4% | $5,403-78.5% |