Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,444 | $211,239-96.0% | $178,528-95.3% | $145,877-94.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -3.42% | 30.22%-33.6pp | 27.11%-30.5pp | 551.28%-554.7pp |
| Employer contribution / active EE | $10 | $4,570-99.8% | $3,950-99.8% | $4,663-99.8% |
| Participant deferral / active EE | $6,232 | $6,963-10.5% | $6,278-0.7% | $6,691-6.8% |
| Admin fee / account holder | $1,544 | $12,095-87.2% | $10,419-85.2% | $13,402-88.5% |