Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,812 | $89,367-81.2% | $141,191-88.1% | $72,975-77.0% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 16.94% | 111.87%-94.9pp | 71.41%-54.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,814 | $5,419-48.1% | $6,710-58.1% | $3,608-22.0% |
| Admin fee / account holder | $1,738 | $5,957-70.8% | $10,264-83.1% | $5,124-66.1% |