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 | $10,284 | $117,846-91.3% | $102,434-90.0% | $145,884-93.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -4.96% | 31.90%-36.9pp | 29.46%-34.4pp | 551.85%-556.8pp |
| Employer contribution / active EE | $368 | $3,615-89.8% | $3,023-87.8% | $4,662-92.1% |
| Participant deferral / active EE | $3,307 | $5,733-42.3% | $5,055-34.6% | $6,690-50.6% |
| Admin fee / account holder | $1,124 | $13,356-91.6% | $9,462-88.1% | $13,392-91.6% |