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 | $2,971 | $45,872-93.5% | $77,096-96.1% | $68,486-95.7% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -10.23% | 1.73%-12.0pp | 42.35%-52.6pp | -7.85%-2.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,669 | $2,963-9.9% | $4,429-39.7% | $4,028-33.7% |
| Admin fee / account holder | $637 | $3,041-79.1% | $5,428-88.3% | $5,404-88.2% |