Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,175 | $65,555-90.6% | $86,216-92.8% | $75,173-91.8% |
| Participation rate | 82.4% | 60.5%+21.9pp | 69.0%+13.5pp | 67.2%+15.2pp |
| Annual return | 12.12% | 46.07%-33.9pp | 1169.42%-1157.3pp | 160.72%-148.6pp |
| Employer contribution / active EE | $318 | $1,553-79.5% | $2,382-86.6% | $2,671-88.1% |
| Participant deferral / active EE | $1,393 | $3,023-53.9% | $3,986-65.0% | $4,126-66.2% |
| Admin fee / account holder | $769 | $5,469-85.9% | $6,853-88.8% | $5,651-86.4% |