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 | $17,005 | $91,559-81.4% | $133,978-87.3% | $79,856-78.7% |
| Participation rate | 97.8% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 8.97% | 61.85%-52.9pp | 45.10%-36.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $376 | $2,384-84.2% | $3,919-90.4% | $2,471-84.8% |
| Participant deferral / active EE | $3,907 | $3,734+4.6% | $5,047-22.6% | $3,741+4.5% |
| Admin fee / account holder | $737 | $6,321-88.3% | $8,930-91.7% | $5,306-86.1% |