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 | $15,503 | $59,111-73.8% | $86,451-82.1% | $68,490-77.4% |
| Participation rate | 84.8% | 75.2%+9.6pp | 80.3%+4.5pp | 67.9%+17.0pp |
| Annual return | -19.30% | -0.22%-19.1pp | 4398.51%-4417.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,220 | $5,900-11.5% | $6,953-24.9% | $4,028+29.6% |
| Admin fee / account holder | $483 | $5,640-91.4% | $6,734-92.8% | $5,403-91.1% |