Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,468 | $227,633-95.0% | $189,597-94.0% | $167,553-93.2% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.4%-8.4pp | 82.1%-12.1pp |
| Annual return | -2.68% | 78.45%-81.1pp | 64.20%-66.9pp | 478.89%-481.6pp |
| Employer contribution / active EE | $382 | $5,317-92.8% | $4,412-91.3% | $4,840-92.1% |
| Participant deferral / active EE | $2,878 | $7,003-58.9% | $6,174-53.4% | $6,343-54.6% |
| Admin fee / account holder | $2,820 | $11,879-76.3% | $9,807-71.2% | $12,316-77.1% |