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 | $6,518 | $47,479-86.3% | $62,929-89.6% | $82,448-92.1% |
| Participation rate | 84.6% | 66.9%+17.7pp | 73.1%+11.5pp | 68.1%+16.5pp |
| Annual return | 17.95% | 20.34%-2.4pp | 1063.93%-1046.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $264 | $1,885-86.0% | $2,505-89.5% | $2,551-89.7% |
| Participant deferral / active EE | $1,615 | $2,870-43.7% | $3,888-58.5% | $4,139-61.0% |
| Admin fee / account holder | $862 | $3,804-77.3% | $5,065-83.0% | $7,234-88.1% |