Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,212 | $138,102-94.1% | $125,381-93.5% | $134,532-93.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -27.93% | 750.73%-778.7pp | 572.31%-600.2pp | 418.27%-446.2pp |
| Employer contribution / active EE | $892 | $5,245-83.0% | $4,815-81.5% | $4,741-81.2% |
| Participant deferral / active EE | $3,885 | $7,801-50.2% | $7,448-47.8% | $6,401-39.3% |
| Admin fee / account holder | $573 | $11,568-95.0% | $10,007-94.3% | $11,429-95.0% |