Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,900 | $82,678-92.9% | $125,391-95.3% | $68,490-91.4% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -23.49% | -5.97%-17.5pp | 572.41%-595.9pp | -7.85%-15.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,894 | $6,111-19.9% | $7,448-34.3% | $4,028+21.5% |
| Admin fee / account holder | $1,144 | $6,277-81.8% | $10,009-88.6% | $5,403-78.8% |