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 | $6,506 | $185,312-96.5% | $161,489-96.0% | $154,746-95.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -13.65% | 103.84%-117.5pp | 89.72%-103.4pp | 172.34%-186.0pp |
| Employer contribution / active EE | $799 | $4,769-83.2% | $4,268-81.3% | $4,379-81.8% |
| Participant deferral / active EE | $5,501 | $6,350-13.4% | $5,630-2.3% | $6,730-18.3% |
| Admin fee / account holder | $1,132 | $18,654-93.9% | $16,006-92.9% | $14,365-92.1% |