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 | $15,920 | $78,197-79.6% | $98,090-83.8% | $82,637-80.7% |
| Participation rate | 77.1% | 77.5%-0.3pp | 81.5%-4.4pp | 68.1%+9.1pp |
| Annual return | 13.60% | 40.25%-26.7pp | 37.05%-23.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,101 | $6,636-68.3% | $7,845-73.2% | $4,126-49.1% |
| Admin fee / account holder | $974 | $14,832-93.4% | $11,815-91.8% | $7,339-86.7% |