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 | $13,609 | $64,716-79.0% | $112,258-87.9% | $68,495-80.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.62% | -11.40%-9.2pp | 27.47%-48.1pp | -7.84%-12.8pp |
| Employer contribution / active EE | $196 | $2,746-92.8% | $3,636-94.6% | $2,596-92.4% |
| Participant deferral / active EE | $2,432 | $3,565-31.8% | $4,728-48.6% | $4,028-39.6% |
| Admin fee / account holder | $1,137 | $5,232-78.3% | $6,411-82.3% | $5,403-79.0% |