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 | $10,192 | $154,193-93.4% | $130,045-92.2% | $139,466-92.7% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 33.86% | 32.51%+1.3pp | -137.30%+171.2pp | 373.66%-339.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,229 | $6,709+22.7% | $5,820+41.4% | $6,712+22.6% |
| Admin fee / account holder | $1,491 | $13,989-89.3% | $10,600-85.9% | $11,409-86.9% |