Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,276 | $81,870-93.6% | $119,622-95.6% | $68,486-92.3% |
| Participation rate | 78.7% | 71.9%+6.8pp | 79.3%-0.6pp | 67.9%+10.8pp |
| Annual return | -12.25% | -23.82%+11.6pp | -14.98%+2.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,943 | $4,148-4.9% | $5,601-29.6% | $4,028-2.1% |
| Admin fee / account holder | $947 | $6,583-85.6% | $10,328-90.8% | $5,404-82.5% |