Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,300 | $65,084-67.3% | $67,681-68.5% | $64,340-66.9% |
| Participation rate | 78.4% | 66.7%+11.6pp | 73.7%+4.6pp | 55.2%+23.1pp |
| Annual return | 9.99% | 20.50%-10.5pp | 590.58%-580.6pp | 24.14%-14.2pp |
| Employer contribution / active EE | $581 | $2,398-75.8% | $2,678-78.3% | $1,862-68.8% |
| Participant deferral / active EE | $2,273 | $3,210-29.2% | $3,976-42.8% | $2,980-23.7% |
| Admin fee / account holder | $775 | $1,415-45.2% | $6,100-87.3% | $3,703-79.1% |