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 | $19,684 | $102,828-80.9% | $105,387-81.3% | $152,909-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.81% | 20.85%-19.0pp | 26.82%-25.0pp | 345.46%-343.7pp |
| Employer contribution / active EE | $3,824 | $4,473-14.5% | $4,213-9.2% | $4,764-19.7% |
| Participant deferral / active EE | $448 | $5,465-91.8% | $5,502-91.9% | $5,851-92.3% |
| Admin fee / account holder | $1,354 | $8,683-84.4% | $6,559-79.4% | $11,601-88.3% |