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 | $36,836 | $138,366-73.4% | $184,185-80.0% | $80,911-54.5% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.6%+30.9pp |
| Annual return | 2.22% | 20.02%-17.8pp | 28.81%-26.6pp | 35.63%-33.4pp |
| Employer contribution / active EE | $1,014 | $4,849-79.1% | $6,426-84.2% | $2,756-63.2% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $979 | $10,484-90.7% | $13,909-93.0% | $6,935-85.9% |