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 | $22,417 | $81,947-72.6% | $105,387-78.7% | $72,975-69.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.69% | 42.90%-26.2pp | 26.82%-10.1pp | 81.01%-64.3pp |
| Employer contribution / active EE | $556 | $3,468-84.0% | $4,213-86.8% | $2,440-77.2% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $406 | $6,258-93.5% | $6,559-93.8% | $5,124-92.1% |