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 | $31,618 | $97,550-67.6% | $120,344-73.7% | $87,485-63.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.7%+9.0pp | 68.9%+16.8pp |
| Annual return | 8.76% | 18.41%-9.6pp | 20.30%-11.5pp | 26.06%-17.3pp |
| Employer contribution / active EE | $566 | $2,291-75.3% | $3,020-81.3% | $2,596-78.2% |
| Participant deferral / active EE | $2,512 | $4,230-40.6% | $5,135-51.1% | $4,274-41.2% |
| Admin fee / account holder | $2,656 | $9,543-72.2% | $12,742-79.2% | $7,775-65.8% |