Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,643 | $108,882-93.0% | $96,754-92.1% | $154,746-95.1% |
| Participation rate | 95.5% | 75.1%+20.4pp | 70.3%+25.2pp | 80.7%+14.8pp |
| Annual return | 18.05% | 98.39%-80.3pp | 82.04%-64.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,782 | $5,323-10.1% | $4,758+0.5% | $6,730-28.9% |
| Admin fee / account holder | $2,246 | $10,200-78.0% | $8,905-74.8% | $14,365-84.4% |