Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,372 | $81,331-89.7% | $155,534-94.6% | $80,935-89.7% |
| Participation rate | 92.6% | 66.3%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 6.83% | 33.37%-26.5pp | 64.92%-58.1pp | 35.66%-28.8pp |
| Employer contribution / active EE | $43 | $3,105-98.6% | $4,675-99.1% | $2,757-98.5% |
| Participant deferral / active EE | $1,778 | $3,454-48.5% | $5,630-68.4% | $4,299-58.7% |
| Admin fee / account holder | $2,515 | $7,999-68.6% | $15,900-84.2% | $6,924-63.7% |