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 | $13,793 | $160,070-91.4% | $147,117-90.6% | $145,897-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.69% | 98.69%-93.0pp | 420.54%-414.9pp | 552.29%-546.6pp |
| Employer contribution / active EE | $960 | $5,285-81.8% | $4,932-80.5% | $4,663-79.4% |
| Participant deferral / active EE | $6,000 | $8,419-28.7% | $8,065-25.6% | $6,689-10.3% |
| Admin fee / account holder | $64,332 | $15,035+327.9% | $12,993+395.1% | $13,390+380.4% |