Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,914 | $91,525-95.7% | $130,026-97.0% | $75,181-94.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.48% | -631.40%+643.9pp | -137.26%+149.7pp | 160.69%-148.2pp |
| Employer contribution / active EE | $464 | $2,844-83.7% | $4,321-89.3% | $2,671-82.6% |
| Participant deferral / active EE | $2,023 | $4,342-53.4% | $5,821-65.3% | $4,126-51.0% |
| Admin fee / account holder | $763 | $6,778-88.8% | $10,608-92.8% | $5,650-86.5% |