Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,368 | $77,962-86.7% | $178,540-94.2% | $80,935-87.2% |
| Participation rate | 79.3% | 65.7%+13.6pp | 77.1%+2.2pp | 67.7%+11.6pp |
| Annual return | 8.13% | 18.10%-10.0pp | 27.15%-19.0pp | 35.66%-27.5pp |
| Employer contribution / active EE | $430 | $2,280-81.2% | $3,953-89.1% | $2,757-84.4% |
| Participant deferral / active EE | $1,749 | $4,404-60.3% | $6,281-72.2% | $4,299-59.3% |
| Admin fee / account holder | $45,504 | $7,156+535.9% | $10,424+336.5% | $6,924+557.2% |