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 | $23,059 | $101,950-77.4% | $125,529-81.6% | $86,983-73.5% |
| Participation rate | 77.8% | 70.2%+7.6pp | 74.7%+3.1pp | 69.5%+8.2pp |
| Annual return | 5.84% | 18.29%-12.4pp | 202.56%-196.7pp | 25.83%-20.0pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,860 | $3,862-51.8% | $4,813-61.4% | $4,194-55.6% |
| Admin fee / account holder | $2,147 | $12,791-83.2% | $16,298-86.8% | $7,856-72.7% |