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 | $20,960 | $209,422-90.0% | $178,503-88.3% | $158,982-86.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.88% | 188.81%-197.7pp | 151.12%-160.0pp | 302.99%-311.9pp |
| Employer contribution / active EE | $721 | $5,707-87.4% | $5,011-85.6% | $4,763-84.9% |
| Participant deferral / active EE | $3,612 | $5,955-39.3% | $5,202-30.6% | $5,983-39.6% |
| Admin fee / account holder | $2,540 | $17,079-85.1% | $13,987-81.8% | $11,252-77.4% |