Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,495 | $275,752-87.5% | $256,809-86.6% | $198,609-82.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -2.42% | 34.81%-37.2pp | 32.73%-35.1pp | 202.70%-205.1pp |
| Employer contribution / active EE | $1,406 | $7,721-81.8% | $7,263-80.6% | $5,055-72.2% |
| Participant deferral / active EE | $13,194 | $10,037+31.4% | $9,520+38.6% | $6,977+89.1% |
| Admin fee / account holder | $75,093 | $25,716+192.0% | $25,146+198.6% | $19,030+294.6% |