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 | $15,829 | $65,376-75.8% | $87,104-81.8% | $65,185-75.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 17.88% | 31.27%-13.4pp | 28.19%-10.3pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,423 | $1,822-21.9% | $2,521-43.6% | $2,177-34.6% |
| Participant deferral / active EE | $1,046 | $3,388-69.1% | $4,048-74.2% | $3,514-70.2% |
| Admin fee / account holder | $658 | $520+26.6% | $7,491-91.2% | $847-22.4% |