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 | $8,583 | $84,236-89.8% | $170,435-95.0% | $70,126-87.8% |
| Participation rate | 70.7% | 70.8%-0.1pp | 83.6%-12.9pp | 69.5%+1.2pp |
| Annual return | 11.91% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $288 | $3,387-91.5% | $5,432-94.7% | $2,343-87.7% |
| Participant deferral / active EE | $843 | $3,086-72.7% | $4,939-82.9% | $3,332-74.7% |
| Admin fee / account holder | $1,798 | $5,698-68.5% | $13,881-87.0% | $4,645-61.3% |