Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,913 | $167,533-86.9% | $151,645-85.5% | $134,545-83.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.48% | 7.81%-31.3pp | 3.34%-26.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $738 | $6,828-89.2% | $6,165-88.0% | $4,742-84.4% |
| Participant deferral / active EE | $10,400 | $8,985+15.7% | $8,363+24.4% | $6,401+62.5% |
| Admin fee / account holder | $361 | $13,781-97.4% | $11,614-96.9% | $11,431-96.8% |