Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,520 | $99,647-92.5% | $86,439-91.3% | $134,509-94.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.55% | 6784.13%-6805.7pp | 4395.55%-4417.1pp | 418.13%-439.7pp |
| Employer contribution / active EE | $245 | $4,401-94.4% | $3,769-93.5% | $4,741-94.8% |
| Participant deferral / active EE | $10,690 | $7,246+47.5% | $6,952+53.8% | $6,400+67.0% |
| Admin fee / account holder | $2,077 | $8,373-75.2% | $6,732-69.1% | $11,427-81.8% |