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 | $21,979 | $168,636-87.0% | $147,618-85.1% | $125,388-82.5% |
| Participation rate | 95.7% | 88.8%+6.9pp | 84.6%+11.0pp | 83.2%+12.5pp |
| Annual return | -3.95% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $984 | $6,252-84.3% | $5,565-82.3% | $4,866-79.8% |
| Participant deferral / active EE | $2,717 | $5,507-50.7% | $4,895-44.5% | $5,352-49.2% |
| Admin fee / account holder | $548 | $13,580-96.0% | $11,612-95.3% | $9,541-94.3% |