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 | $17,871 | $60,165-70.3% | $74,184-75.9% | $55,167-67.6% |
| Participation rate | 72.9% | 74.2%-1.3pp | 76.6%-3.7pp | 69.0%+3.9pp |
| Annual return | 5.39% | 10.00%-4.6pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,538 | $2,973-48.2% | $3,550-56.7% | $3,054-49.6% |
| Admin fee / account holder | $414 | $419-1.2% | $5,586-92.6% | $504-17.8% |