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.)
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 | $24,668 | $86,655-71.5% | $119,622-79.4% | $66,938-63.1% |
| Participation rate | 85.1% | 75.6%+9.6pp | 79.3%+5.9pp | 69.8%+15.3pp |
| Annual return | -20.20% | -8.00%-12.2pp | -14.98%-5.2pp | 1.58%-21.8pp |
| Employer contribution / active EE | $566 | $2,536-77.7% | $4,232-86.6% | $2,545-77.8% |
| Participant deferral / active EE | $4,258 | $4,358-2.3% | $5,601-24.0% | $4,238+0.5% |
| Admin fee / account holder | $1,120 | $755+48.4% | $10,328-89.2% | $594+88.7% |