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 | $5,499 | $112,729-95.1% | $98,716-94.4% | $137,256-96.0% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.3%+12.0pp | 80.0%+1.3pp |
| Annual return | 7.07% | 38.48%-31.4pp | 31.81%-24.7pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,021 | $4,640-56.4% | $4,048-50.1% | $6,407-68.5% |
| Admin fee / account holder | $1,041 | $10,129-89.7% | $8,703-88.0% | $12,270-91.5% |