Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,440 | $82,678-78.9% | $125,391-86.1% | $68,490-74.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -20.03% | -5.97%-14.1pp | 572.41%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $170 | $3,382-95.0% | $4,816-96.5% | $2,597-93.5% |
| Participant deferral / active EE | $5,190 | $6,111-15.1% | $7,448-30.3% | $4,028+28.9% |
| Admin fee / account holder | $462 | $6,277-92.6% | $10,009-95.4% | $5,403-91.5% |