Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,130 | $95,415-89.4% | $185,851-94.5% | $85,851-88.2% |
| Participation rate | 78.9% | 68.8%+10.2pp | 81.7%-2.8pp | 69.3%+9.6pp |
| Annual return | 10.52% | 23.59%-13.1pp | 122.11%-111.6pp | 318.63%-308.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,826 | $3,424-46.7% | $5,569-67.2% | $3,952-53.8% |
| Admin fee / account holder | $1,413 | $7,215-80.4% | $16,245-91.3% | $6,261-77.4% |