Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,370 | $117,829-88.7% | $102,423-86.9% | $145,877-90.8% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 7.74% | 31.83%-24.1pp | 29.42%-21.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,139 | $5,732-62.7% | $5,054-57.7% | $6,691-68.0% |
| Admin fee / account holder | $738 | $13,335-94.5% | $9,455-92.2% | $13,402-94.5% |