Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,144 | $114,119-97.2% | $107,187-97.1% | $138,895-97.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 2.88% | 273.21%-270.3pp | 204.55%-201.7pp | 145.39%-142.5pp |
| Employer contribution / active EE | $371 | $4,059-90.9% | $3,782-90.2% | $4,194-91.2% |
| Participant deferral / active EE | $1,519 | $5,538-72.6% | $5,096-70.2% | $6,396-76.3% |
| Admin fee / account holder | $29,342 | $10,024+192.7% | $9,162+220.2% | $12,562+133.6% |