Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $687 | $29,319-97.7% | $52,425-98.7% | $82,448-99.2% |
| Participation rate | 97.8% | 46.9%+51.0pp | 55.6%+42.2pp | 68.1%+29.8pp |
| Annual return | 6.06% | 535.20%-529.1pp | 302.12%-296.1pp | 41.64%-35.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $277 | $1,171-76.4% | $1,790-84.5% | $4,139-93.3% |
| Admin fee / account holder | $569 | $1,962-71.0% | $2,495-77.2% | $7,234-92.1% |