Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,899 | $117,426-95.0% | $99,470-94.1% | $152,885-96.1% |
| Participation rate | 78.6% | 77.5%+1.0pp | 73.8%+4.7pp | 82.5%-3.9pp |
| Annual return | -7.61% | 31.87%-39.5pp | 30.72%-38.3pp | 345.39%-353.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,625 | $4,086-11.3% | $3,619+0.2% | $5,851-38.0% |
| Admin fee / account holder | $1,712 | $7,634-77.6% | $6,252-72.6% | $11,598-85.2% |