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 | $15,544 | $160,040-90.3% | $147,096-89.4% | $145,877-89.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.28% | 98.49%-91.2pp | 419.75%-412.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $176 | $5,289-96.7% | $4,936-96.4% | $4,663-96.2% |
| Participant deferral / active EE | $6,298 | $8,429-25.3% | $8,071-22.0% | $6,691-5.9% |
| Admin fee / account holder | $10,235 | $15,050-32.0% | $13,005-21.3% | $13,402-23.6% |