Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,290 | $100,194-82.7% | $122,979-85.9% | $86,983-80.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 7.47% | 16.47%-9.0pp | 20.12%-12.6pp | 25.83%-18.4pp |
| Employer contribution / active EE | $1,429 | $2,326-38.6% | $3,062-53.4% | $2,584-44.7% |
| Participant deferral / active EE | $553 | $4,133-86.6% | $5,003-88.9% | $4,194-86.8% |
| Admin fee / account holder | $3,620 | $10,148-64.3% | $12,864-71.9% | $7,856-53.9% |