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 | $13,727 | $106,008-87.1% | $92,240-85.1% | $147,586-90.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 7.23% | 50.05%-42.8pp | 176.29%-169.1pp | 578.59%-571.4pp |
| Employer contribution / active EE | $258 | $4,333-94.1% | $3,680-93.0% | $4,876-94.7% |
| Participant deferral / active EE | $2,072 | $4,478-53.7% | $3,897-46.8% | $5,439-61.9% |
| Admin fee / account holder | $493 | $6,333-92.2% | $5,194-90.5% | $10,886-95.5% |