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 | $16,915 | $84,499-80.0% | $125,391-86.5% | $66,949-74.7% |
| Participation rate | 77.4% | 76.4%+0.9pp | 82.4%-5.0pp | 69.8%+7.5pp |
| Annual return | -22.00% | -8.49%-13.5pp | 572.41%-594.4pp | 1.57%-23.6pp |
| Employer contribution / active EE | $742 | $3,554-79.1% | $4,816-84.6% | $2,545-70.9% |
| Participant deferral / active EE | $3,808 | $6,785-43.9% | $7,448-48.9% | $4,239-10.2% |
| Admin fee / account holder | $2,264 | $685+230.4% | $10,009-77.4% | $594+281.4% |