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 | $8,156 | $60,349-86.5% | $74,184-89.0% | $62,881-87.0% |
| Participation rate | 92.9% | 72.7%+20.1pp | 76.6%+16.2pp | 69.3%+23.6pp |
| Annual return | 3.62% | 21.38%-17.8pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,621 | $2,856-8.2% | $3,550-26.2% | $3,203-18.2% |
| Admin fee / account holder | $1,857 | $4,261-56.4% | $5,586-66.8% | $4,296-56.8% |