Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,980 | $180,459-97.8% | $154,108-97.4% | $135,380-97.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -18.72% | 888.21%-906.9pp | 735.21%-753.9pp | 519.81%-538.5pp |
| Employer contribution / active EE | $1,195 | $6,035-80.2% | $5,298-77.4% | $4,779-75.0% |
| Participant deferral / active EE | $2,066 | $5,806-64.4% | $5,081-59.3% | $5,609-63.2% |
| Admin fee / account holder | $368 | $16,145-97.7% | $13,411-97.3% | $10,828-96.6% |