Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,969 | $63,355-89.0% | $91,994-92.4% | $72,983-90.5% |
| Participation rate | 84.0% | 72.5%+11.5pp | 78.6%+5.4pp | 69.5%+14.5pp |
| Annual return | 92.23% | 35.35%+56.9pp | 69.03%+23.2pp | 81.01%+11.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,066 | $4,883-16.7% | $5,923-31.4% | $3,608+12.7% |
| Admin fee / account holder | $968 | $4,668-79.3% | $7,743-87.5% | $5,124-81.1% |