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 | $9,956 | $91,179-89.1% | $178,499-94.4% | $79,852-87.5% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 1.93% | 24.19%-22.3pp | 151.10%-149.2pp | 31.72%-29.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,021 | $3,236-68.5% | $5,202-80.4% | $3,740-72.7% |
| Admin fee / account holder | $518 | $6,749-92.3% | $13,986-96.3% | $5,306-90.2% |