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 | $14,261 | $167,362-91.5% | $143,799-90.1% | $134,532-89.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.81% | 0.47%-23.3pp | -0.04%-22.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $982 | $5,620-82.5% | $4,952-80.2% | $4,741-79.3% |
| Participant deferral / active EE | $4,661 | $6,447-27.7% | $5,638-17.3% | $6,401-27.2% |
| Admin fee / account holder | $874 | $18,094-95.2% | $14,677-94.0% | $11,429-92.4% |