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 | $15,027 | $106,524-85.9% | $152,301-90.1% | $87,485-82.8% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 72.63% | 26.89%+45.7pp | 80.50%-7.9pp | 26.06%+46.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,338 | $6,525+12.5% | $8,004-8.3% | $4,274+71.7% |
| Admin fee / account holder | $693 | $8,287-91.6% | $14,398-95.2% | $7,775-91.1% |