Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,350 | $155,555-92.7% | $146,866-92.3% | $155,188-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.20% | 115.41%-108.2pp | 102.85%-95.7pp | 148.84%-141.6pp |
| Employer contribution / active EE | $1,114 | $4,647-76.0% | $4,425-74.8% | $4,248-73.8% |
| Participant deferral / active EE | $2,069 | $8,044-74.3% | $7,759-73.3% | $6,531-68.3% |
| Admin fee / account holder | $24,420 | $14,755+65.5% | $13,620+79.3% | $14,480+68.7% |