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 | $26,945 | $81,208-66.8% | $98,920-72.8% | $79,856-66.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.69% | 60.99%-53.3pp | 196.47%-188.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,482 | $1,960-24.4% | $2,689-44.9% | $2,471-40.0% |
| Participant deferral / active EE | $685 | $3,265-79.0% | $4,245-83.9% | $3,741-81.7% |
| Admin fee / account holder | $3,541 | $6,013-41.1% | $6,643-46.7% | $5,306-33.3% |