Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,931 | $42,910-86.2% | $60,919-90.3% | $68,490-91.3% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -19.33% | -13.99%-5.3pp | 16.96%-36.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $10 | $1,978-99.5% | $2,704-99.6% | $2,597-99.6% |
| Participant deferral / active EE | $2,743 | $2,866-4.3% | $3,814-28.1% | $4,028-31.9% |
| Admin fee / account holder | $391 | $3,104-87.4% | $3,228-87.9% | $5,403-92.8% |