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 | $414 | $104,650-99.6% | $83,854-99.5% | $155,188-99.7% |
| Participation rate | 94.4% | 65.1%+29.4pp | 59.1%+35.3pp | 80.8%+13.6pp |
| Annual return | -15.25% | 28.97%-44.2pp | 31.39%-46.6pp | 148.84%-164.1pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $504 | $2,367-78.7% | $2,035-75.3% | $6,531-92.3% |
| Admin fee / account holder | $380 | $3,518-89.2% | $3,197-88.1% | $14,480-97.4% |