Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,926 | $138,114-92.1% | $125,391-91.3% | $134,545-91.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.33% | 750.88%-772.2pp | 572.41%-593.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $234 | $5,246-95.5% | $4,816-95.1% | $4,742-95.1% |
| Participant deferral / active EE | $5,266 | $7,801-32.5% | $7,448-29.3% | $6,401-17.7% |
| Admin fee / account holder | $1,144 | $11,570-90.1% | $10,009-88.6% | $11,431-90.0% |