Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,652 | $93,055-96.1% | $153,643-97.6% | $80,935-95.5% |
| Participation rate | 70.4% | 69.0%+1.4pp | 77.1%-6.7pp | 67.7%+2.7pp |
| Annual return | 10.65% | 19.97%-9.3pp | 15.71%-5.1pp | 35.66%-25.0pp |
| Employer contribution / active EE | $204 | $3,504-94.2% | $5,039-95.9% | $2,757-92.6% |
| Participant deferral / active EE | $2,801 | $5,172-45.9% | $6,754-58.5% | $4,299-34.9% |
| Admin fee / account holder | $3,148 | $8,881-64.6% | $12,739-75.3% | $6,924-54.5% |