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 | $42,780 | $142,816-70.0% | $128,366-66.7% | $248,183-82.8% |
| Participation rate | 100.0% | 22.2%+77.8pp | 19.3%+80.7pp | 45.9%+54.1pp |
| Annual return | 0.00% | 8.48%-8.5pp | 9.39%-9.4pp | 10.21%-10.2pp |
| Employer contribution / active EE | $0 | $40,983-100.0% | $33,466-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $5,468 | $682+701.3% | $657+731.9% | $121+4429.8% |
| Admin fee / account holder | $2,729 | $2,425+12.5% | $2,132+28.0% | $13,518-79.8% |