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 | $20,855 | $181,896-88.5% | $156,551-86.7% | $273,972-92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.49% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-41.0pp |
| Employer contribution / active EE | $3,198 | $6,248-48.8% | $5,501-41.9% | $4,869-34.3% |
| Participant deferral / active EE | $1,515 | $5,550-72.7% | $4,871-68.9% | $5,287-71.3% |
| Admin fee / account holder | $732 | $15,560-95.3% | $13,028-94.4% | $10,133-92.8% |