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 | $16,031 | $63,861-74.9% | $104,639-84.7% | $79,856-79.9% |
| Participation rate | 84.2% | 64.9%+19.3pp | 74.1%+10.1pp | 69.6%+14.6pp |
| Annual return | 7.78% | 21.30%-13.5pp | 340.67%-332.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,307 | $2,693-51.5% | $3,738-65.0% | $3,741-65.1% |
| Admin fee / account holder | $1,520 | $4,185-63.7% | $6,465-76.5% | $5,306-71.4% |