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 | $8,221 | $138,078-94.0% | $125,363-93.4% | $134,509-93.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -27.03% | 750.49%-777.5pp | 572.15%-599.2pp | 418.13%-445.2pp |
| Employer contribution / active EE | $288 | $5,245-94.5% | $4,815-94.0% | $4,741-93.9% |
| Participant deferral / active EE | $4,068 | $7,800-47.8% | $7,447-45.4% | $6,400-36.4% |
| Admin fee / account holder | $393 | $11,566-96.6% | $10,005-96.1% | $11,427-96.6% |