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 | $16,765 | $78,682-78.7% | $109,188-84.6% | $85,851-80.5% |
| Participation rate | 98.3% | 68.3%+30.0pp | 75.9%+22.4pp | 69.3%+29.0pp |
| Annual return | -12.36% | 25.09%-37.5pp | 25.76%-38.1pp | 318.63%-331.0pp |
| Employer contribution / active EE | $212 | $2,734-92.3% | $3,723-94.3% | $2,565-91.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,771 | $5,470-67.6% | $6,755-73.8% | $6,261-71.7% |