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 | $10,480 | $77,157-86.4% | $108,405-90.3% | $85,847-87.8% |
| Participation rate | 79.3% | 74.7%+4.6pp | 80.1%-0.8pp | 69.3%+10.0pp |
| Annual return | 12.65% | 44.55%-31.9pp | 905.55%-892.9pp | 318.61%-306.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,067 | $5,567-27.0% | $6,563-38.0% | $3,952+2.9% |
| Admin fee / account holder | $2,786 | $5,174-46.2% | $7,297-61.8% | $6,261-55.5% |