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 | $4,962 | $67,372-92.6% | $60,906-91.9% | $134,532-96.3% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.1%+11.9pp | 81.2%+3.8pp |
| Annual return | -21.12% | 50.05%-71.2pp | 16.94%-38.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,139 | $4,532-8.7% | $3,814+8.5% | $6,401-35.3% |
| Admin fee / account holder | $1,217 | $4,588-73.5% | $3,227-62.3% | $11,429-89.3% |