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 | $22,080 | $78,423-71.8% | $95,964-77.0% | $79,856-72.3% |
| Participation rate | 90.2% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.6pp |
| Annual return | 9.01% | 19.37%-10.4pp | 91.64%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $303 | $1,945-84.5% | $2,541-88.1% | $2,471-87.8% |
| Participant deferral / active EE | $2,149 | $3,440-37.5% | $4,167-48.4% | $3,741-42.5% |
| Admin fee / account holder | $5,036 | $5,622-10.4% | $6,797-25.9% | $5,306-5.1% |