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 | $18,345 | $181,898-89.9% | $156,552-88.3% | $273,970-93.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | -0.87% | 30.74%-31.6pp | 32.23%-33.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $494 | $6,248-92.1% | $5,501-91.0% | $4,869-89.9% |
| Participant deferral / active EE | $1,977 | $5,550-64.4% | $4,871-59.4% | $5,287-62.6% |
| Admin fee / account holder | $61,542 | $15,560+295.5% | $13,028+372.4% | $10,132+507.4% |