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.
Participant 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 | $12,846 | $185,312-93.1% | $161,489-92.0% | $154,746-91.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.33% | 103.84%-99.5pp | 89.72%-85.4pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,066 | $4,769-77.7% | $4,268-75.0% | $4,379-75.7% |
| Participant deferral / active EE | $1,860 | $6,350-70.7% | $5,630-67.0% | $6,730-72.4% |
| Admin fee / account holder | $9,847 | $18,654-47.2% | $16,006-38.5% | $14,365-31.5% |