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 | $16,009 | $150,447-89.4% | $136,298-88.3% | $147,586-89.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 8.51% | 1049.15%-1040.6pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $333 | $5,256-93.7% | $4,696-92.9% | $4,876-93.2% |
| Participant deferral / active EE | $3,803 | $6,631-42.7% | $6,247-39.1% | $5,439-30.1% |
| Admin fee / account holder | $1,599 | $10,906-85.3% | $9,244-82.7% | $10,886-85.3% |