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 | $17,642 | $168,635-89.5% | $147,617-88.0% | $125,389-85.9% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -12.90% | 77.65%-90.6pp | 61.98%-74.9pp | 282.24%-295.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,168 | $5,507+48.3% | $4,895+66.9% | $5,352+52.6% |
| Admin fee / account holder | $1,106 | $13,580-91.9% | $11,612-90.5% | $9,541-88.4% |