Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,407 | $71,878-91.1% | $86,698-92.6% | $68,486-90.6% |
| Participation rate | 83.0% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -21.97% | 3.53%-25.5pp | 35.95%-57.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $54 | $2,173-97.5% | $2,837-98.1% | $2,597-97.9% |
| Participant deferral / active EE | $2,412 | $3,779-36.2% | $4,656-48.2% | $4,028-40.1% |
| Admin fee / account holder | $788 | $6,113-87.1% | $7,493-89.5% | $5,404-85.4% |