Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,246 | $117,895-89.6% | $102,460-88.0% | $145,897-91.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.45% | 31.92%-23.5pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $658 | $3,619-81.8% | $3,025-78.2% | $4,663-85.9% |
| Participant deferral / active EE | $3,888 | $5,736-32.2% | $5,056-23.1% | $6,689-41.9% |
| Admin fee / account holder | $11,211 | $13,353-16.0% | $9,460+18.5% | $13,390-16.3% |