Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,369 | $199,109-96.8% | $173,730-96.3% | $154,746-95.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 2.48% | 20.02%-17.5pp | 19.96%-17.5pp | 172.34%-169.9pp |
| Employer contribution / active EE | $10 | $5,311-99.8% | $4,577-99.8% | $4,379-99.8% |
| Participant deferral / active EE | $13,792 | $7,113+93.9% | $6,326+118.0% | $6,730+104.9% |
| Admin fee / account holder | $27,465 | $20,916+31.3% | $17,523+56.7% | $14,365+91.2% |