Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,826 | $46,360-83.1% | $147,617-94.7% | $52,331-85.0% |
| Participation rate | 96.3% | 64.9%+31.3pp | 84.6%+11.6pp | 68.1%+28.2pp |
| Annual return | -11.43% | 1.62%-13.1pp | 61.98%-73.4pp | 4.54%-16.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,960 | $2,258-13.2% | $4,895-60.0% | $3,022-35.1% |
| Admin fee / account holder | $479 | $766-37.5% | $11,612-95.9% | $592-19.0% |