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 | $22,308 | $106,749-79.1% | $145,433-84.7% | $82,448-72.9% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 13.73% | 27.59%-13.9pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,552 | $6,519+15.9% | $7,897-4.4% | $4,139+82.4% |
| Admin fee / account holder | $601 | $8,390-92.8% | $13,129-95.4% | $7,234-91.7% |