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 | $10,209 | $198,457-94.9% | $170,435-94.0% | $147,586-93.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.37% | 257.30%-249.9pp | 205.94%-198.6pp | 578.59%-571.2pp |
| Employer contribution / active EE | $1,205 | $6,183-80.5% | $5,432-77.8% | $4,876-75.3% |
| Participant deferral / active EE | $4,666 | $5,629-17.1% | $4,939-5.5% | $5,439-14.2% |
| Admin fee / account holder | $8,773 | $16,852-47.9% | $13,881-36.8% | $10,886-19.4% |