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 | $29,863 | $181,896-83.6% | $156,551-80.9% | $273,972-89.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | -0.52% | 30.74%-31.3pp | 32.23%-32.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $4,467 | $6,248-28.5% | $5,501-18.8% | $4,869-8.2% |
| Participant deferral / active EE | $636 | $5,550-88.5% | $4,871-87.0% | $5,287-88.0% |
| Admin fee / account holder | $680 | $15,560-95.6% | $13,028-94.8% | $10,133-93.3% |