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 | $6,690 | $110,083-93.9% | $151,639-95.6% | $68,486-90.2% |
| Participation rate | 87.8% | 84.0%+3.9pp | 87.5%+0.3pp | 67.9%+19.9pp |
| Annual return | -22.34% | -10.12%-12.2pp | 3.34%-25.7pp | -7.85%-14.5pp |
| Employer contribution / active EE | $898 | $4,470-79.9% | $6,165-85.4% | $2,597-65.4% |
| Participant deferral / active EE | $3,961 | $6,526-39.3% | $8,363-52.6% | $4,028-1.7% |
| Admin fee / account holder | $553 | $7,718-92.8% | $11,613-95.2% | $5,404-89.8% |