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 | $12,338 | $183,516-93.3% | $155,534-92.1% | $145,884-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.58% | 61.43%-56.8pp | 64.92%-60.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $466 | $5,315-91.2% | $4,675-90.0% | $4,662-90.0% |
| Participant deferral / active EE | $1,918 | $6,467-70.3% | $5,630-65.9% | $6,690-71.3% |
| Admin fee / account holder | $8,380 | $19,293-56.6% | $15,900-47.3% | $13,392-37.4% |