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 | $24,457 | $72,492-66.3% | $87,104-71.9% | $72,975-66.5% |
| Participation rate | 82.9% | 72.8%+10.0pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 13.32% | 24.46%-11.1pp | 28.19%-14.9pp | 81.01%-67.7pp |
| Employer contribution / active EE | $1,271 | $1,894-32.9% | $2,521-49.6% | $2,440-47.9% |
| Participant deferral / active EE | $813 | $3,270-75.1% | $4,048-79.9% | $3,608-77.5% |
| Admin fee / account holder | $6,504 | $5,055+28.7% | $7,491-13.2% | $5,124+26.9% |