Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,309 | $95,453-75.6% | $112,040-79.2% | $82,448-71.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 10.33% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $141 | $2,318-93.9% | $2,954-95.2% | $2,551-94.5% |
| Participant deferral / active EE | $2,509 | $4,224-40.6% | $5,098-50.8% | $4,139-39.4% |
| Admin fee / account holder | $21,095 | $9,013+134.0% | $12,098+74.4% | $7,234+191.6% |