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 | $12,565 | $102,385-87.7% | $147,080-91.5% | $80,935-84.5% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 67.39% | 135.09%-67.7pp | 420.17%-352.8pp | 35.66%+31.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,926 | $6,651-25.9% | $8,066-38.9% | $4,299+14.6% |
| Admin fee / account holder | $3,855 | $7,951-51.5% | $12,989-70.3% | $6,924-44.3% |