Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,169 | $71,215-92.7% | $93,696-94.5% | $80,935-93.6% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.4pp | 67.7%+29.5pp |
| Annual return | 5.20% | 11.27%-6.1pp | 133.74%-128.5pp | 35.66%-30.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,781 | $4,037-55.9% | $4,417-59.7% | $4,299-58.6% |
| Admin fee / account holder | $3,417 | $6,958-50.9% | $8,287-58.8% | $6,924-50.7% |