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 | $2,880 | $102,595-97.2% | $94,057-96.9% | $154,746-98.1% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 15.54% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,316 | $5,118-35.2% | $4,709-29.6% | $6,730-50.7% |
| Admin fee / account holder | $339 | $7,736-95.6% | $7,244-95.3% | $14,365-97.6% |