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 | $8,483 | $86,938-90.2% | $102,423-91.7% | $80,925-89.5% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.7%+15.3pp |
| Annual return | -0.24% | 18.89%-19.1pp | 29.42%-29.7pp | 35.65%-35.9pp |
| Employer contribution / active EE | $328 | $2,369-86.1% | $3,023-89.1% | $2,756-88.1% |
| Participant deferral / active EE | $2,293 | $4,120-44.3% | $5,054-54.6% | $4,299-46.6% |
| Admin fee / account holder | $1,277 | $8,053-84.1% | $9,455-86.5% | $6,940-81.6% |