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 | $10,124 | $68,681-85.3% | $86,615-88.3% | $85,847-88.2% |
| Participation rate | 96.9% | 66.4%+30.5pp | 71.6%+25.2pp | 69.3%+27.6pp |
| Annual return | 2.88% | 20.12%-17.2pp | 63.51%-60.6pp | 318.61%-315.7pp |
| Employer contribution / active EE | $2,856 | $1,880+51.9% | $2,496+14.4% | $2,565+11.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $483 | $5,974-91.9% | $5,830-91.7% | $6,261-92.3% |