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 | $1,399 | $102,938-98.6% | $94,105-98.5% | $138,895-99.0% |
| Participation rate | 90.0% | 74.6%+15.4pp | 71.9%+18.1pp | 79.9%+10.1pp |
| Annual return | 16.42% | 250.28%-233.9pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,060 | $4,196-74.7% | $3,881-72.7% | $6,396-83.4% |
| Admin fee / account holder | $656 | $6,600-90.1% | $6,199-89.4% | $12,562-94.8% |