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 | $14,568 | $73,978-80.3% | $96,515-84.9% | $75,173-80.6% |
| Participation rate | 97.1% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.9pp |
| Annual return | 11.40% | 26.72%-15.3pp | 35.73%-24.3pp | 160.72%-149.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,867 | $3,660+33.0% | $4,880-0.3% | $4,126+17.9% |
| Admin fee / account holder | $4,736 | $5,219-9.3% | $6,735-29.7% | $5,651-16.2% |