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 | $5,783 | $46,732-87.6% | $156,551-96.3% | $55,167-89.5% |
| Participation rate | 76.9% | 65.8%+11.1pp | 84.0%-7.1pp | 69.0%+7.9pp |
| Annual return | 3.56% | 17.72%-14.2pp | 32.23%-28.7pp | 169.23%-165.7pp |
| Employer contribution / active EE | $152 | $2,105-92.8% | $5,501-97.2% | $1,963-92.3% |
| Participant deferral / active EE | $1,901 | $2,204-13.8% | $4,871-61.0% | $3,054-37.8% |
| Admin fee / account holder | $570 | $418+36.2% | $13,028-95.6% | $504+13.1% |