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 | $8,920 | $150,346-94.1% | $120,524-92.6% | $145,877-93.9% |
| Participation rate | 76.2% | 78.8%-2.6pp | 71.9%+4.3pp | 80.3%-4.1pp |
| Annual return | 2.33% | 154.40%-152.1pp | 107.36%-105.0pp | 551.28%-549.0pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,049 | $6,172-34.4% | $4,994-18.9% | $6,691-39.5% |
| Admin fee / account holder | $757 | $12,215-93.8% | $9,440-92.0% | $13,402-94.3% |