Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,213 | $99,647-89.8% | $86,439-88.2% | $134,509-92.4% |
| Participation rate | 88.2% | 82.1%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.50% | 6784.13%-6799.6pp | 4395.55%-4411.0pp | 418.13%-433.6pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,733 | $7,246-7.1% | $6,952-3.1% | $6,400+5.2% |
| Admin fee / account holder | $545 | $8,373-93.5% | $6,732-91.9% | $11,427-95.2% |