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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,505 | $129,960-88.1% | $104,299-85.1% | $134,545-88.5% |
| Participation rate | 78.6% | 79.5%-1.0pp | 73.3%+5.3pp | 81.2%-2.7pp |
| Annual return | -21.31% | 42.06%-63.4pp | 24.62%-45.9pp | 418.37%-439.7pp |
| Employer contribution / active EE | $39 | $4,186-99.1% | $3,373-98.9% | $4,742-99.2% |
| Participant deferral / active EE | $2,569 | $5,589-54.0% | $4,626-44.5% | $6,401-59.9% |
| Admin fee / account holder | $415 | $9,324-95.5% | $7,339-94.3% | $11,431-96.4% |