Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,433 | $209,422-89.8% | $178,503-88.0% | $158,982-86.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.11% | 188.81%-182.7pp | 151.12%-145.0pp | 302.99%-296.9pp |
| Employer contribution / active EE | $774 | $5,707-86.4% | $5,011-84.6% | $4,763-83.8% |
| Participant deferral / active EE | $6,800 | $5,955+14.2% | $5,202+30.7% | $5,983+13.7% |
| Admin fee / account holder | $609 | $17,079-96.4% | $13,987-95.6% | $11,252-94.6% |