Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,550 | $65,704-77.9% | $94,229-84.6% | $59,633-75.6% |
| Participation rate | 76.9% | 72.1%+4.8pp | 78.8%-1.8pp | 68.7%+8.3pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,353 | $3,143+6.7% | $4,320-22.4% | $3,192+5.1% |
| Admin fee / account holder | $2,253 | $4,265-47.2% | $6,269-64.1% | $4,297-47.6% |