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 | $15,267 | $198,470-92.3% | $170,444-91.0% | $147,585-89.7% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 8.68% | 257.30%-248.6pp | 205.94%-197.3pp | 578.56%-569.9pp |
| Employer contribution / active EE | $1,500 | $6,184-75.7% | $5,433-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $769 | $5,629-86.3% | $4,939-84.4% | $5,439-85.9% |
| Admin fee / account holder | $1,380 | $16,852-91.8% | $13,881-90.1% | $10,885-87.3% |