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 | $14,842 | $180,462-91.8% | $154,111-90.4% | $135,379-89.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.71% | 888.17%-897.9pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $874 | $6,036-85.5% | $5,298-83.5% | $4,779-81.7% |
| Participant deferral / active EE | $2,793 | $5,806-51.9% | $5,081-45.0% | $5,609-50.2% |
| Admin fee / account holder | $900 | $16,145-94.4% | $13,411-93.3% | $10,828-91.7% |