Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,826 | $180,466-96.8% | $154,114-96.2% | $135,382-95.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -27.77% | 888.15%-915.9pp | 735.16%-762.9pp | 519.77%-547.5pp |
| Employer contribution / active EE | $1,168 | $6,035-80.7% | $5,298-78.0% | $4,779-75.6% |
| Participant deferral / active EE | $2,961 | $5,806-49.0% | $5,081-41.7% | $5,609-47.2% |
| Admin fee / account holder | $759 | $16,144-95.3% | $13,411-94.3% | $10,829-93.0% |