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 | $20,649 | $86,938-76.2% | $102,423-79.8% | $80,925-74.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 10.36% | 18.89%-8.5pp | 29.42%-19.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,048 | $2,369-55.7% | $3,023-65.3% | $2,756-62.0% |
| Participant deferral / active EE | $1,294 | $4,120-68.6% | $5,054-74.4% | $4,299-69.9% |
| Admin fee / account holder | $2,098 | $8,053-73.9% | $9,455-77.8% | $6,940-69.8% |