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 | $5,590 | $110,410-94.9% | $102,437-94.5% | $145,897-96.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 7.41% | 24.85%-17.4pp | 24.95%-17.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $627 | $4,217-85.1% | $3,871-83.8% | $4,663-86.6% |
| Participant deferral / active EE | $2,958 | $5,622-47.4% | $5,060-41.5% | $6,689-55.8% |
| Admin fee / account holder | $1,832 | $9,745-81.2% | $8,388-78.2% | $13,390-86.3% |