Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,025 | $103,387-94.2% | $87,102-93.1% | $152,885-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.89% | 28.10%-27.2pp | 28.19%-27.3pp | 345.39%-344.5pp |
| Employer contribution / active EE | $19 | $3,221-99.4% | $2,521-99.2% | $4,763-99.6% |
| Participant deferral / active EE | $5,958 | $4,778+24.7% | $4,048+47.2% | $5,851+1.8% |
| Admin fee / account holder | $5,537 | $12,193-54.6% | $7,491-26.1% | $11,598-52.3% |