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 | $3,461 | $167,362-97.9% | $143,799-97.6% | $134,532-97.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.79% | 0.47%-22.3pp | -0.04%-21.7pp | 418.27%-440.1pp |
| Employer contribution / active EE | $912 | $5,620-83.8% | $4,952-81.6% | $4,741-80.8% |
| Participant deferral / active EE | $2,126 | $6,447-67.0% | $5,638-62.3% | $6,401-66.8% |
| Admin fee / account holder | $1,195 | $18,094-93.4% | $14,677-91.9% | $11,429-89.5% |