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 | $9,126 | $124,980-92.7% | $108,359-91.6% | $154,746-94.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -5.59% | 45.00%-50.6pp | 36.89%-42.5pp | 172.34%-177.9pp |
| Employer contribution / active EE | $423 | $2,851-85.1% | $2,399-82.4% | $4,379-90.3% |
| Participant deferral / active EE | $2,950 | $4,743-37.8% | $4,137-28.7% | $6,730-56.2% |
| Admin fee / account holder | $4,728 | $11,502-58.9% | $9,741-51.5% | $14,365-67.1% |