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 | $67,594-68.5% | $77,361-72.5% | $69,733-69.5% |
| Participation rate | 78.4% | 71.7%+6.7pp | 75.0%+3.4pp | 62.5%+15.9pp |
| Annual return | 9.99% | 19.20%-9.2pp | 1011.54%-1001.5pp | 15.22%-5.2pp |
| Employer contribution / active EE | $581 | $2,649-78.1% | $2,990-80.6% | $2,250-74.2% |
| Participant deferral / active EE | $2,273 | $3,401-33.2% | $3,911-41.9% | $3,054-25.6% |
| Admin fee / account holder | $775 | $1,159-33.2% | $5,894-86.9% | $3,102-75.0% |