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 | $14,347 | $100,792-85.8% | $86,691-83.5% | $134,509-89.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.45% | 29.08%-39.5pp | 35.94%-46.4pp | 418.13%-428.6pp |
| Employer contribution / active EE | $738 | $3,491-78.9% | $2,837-74.0% | $4,741-84.4% |
| Participant deferral / active EE | $15,150 | $5,339+183.8% | $4,656+225.4% | $6,400+136.7% |
| Admin fee / account holder | $2,186 | $10,924-80.0% | $7,492-70.8% | $11,427-80.9% |