Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,650 | $77,896-90.2% | $134,172-94.3% | $82,448-90.7% |
| Participation rate | 70.0% | 62.8%+7.2pp | 72.5%-2.5pp | 68.1%+1.9pp |
| Annual return | 10.27% | 18.21%-7.9pp | 25.30%-15.0pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,840 | $3,162-41.8% | $4,690-60.8% | $4,139-55.5% |
| Admin fee / account holder | $1,527 | $6,336-75.9% | $12,016-87.3% | $7,234-78.9% |