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 | $28,899 | $86,294-66.5% | $111,303-74.0% | $85,856-66.3% |
| Participation rate | 90.9% | 73.3%+17.6pp | 77.3%+13.6pp | 69.3%+21.6pp |
| Annual return | 9.43% | 19.99%-10.6pp | 54.66%-45.2pp | 318.58%-309.2pp |
| Employer contribution / active EE | $607 | $2,043-70.3% | $2,731-77.8% | $2,565-76.3% |
| Participant deferral / active EE | $1,213 | $3,641-66.7% | $4,487-73.0% | $3,952-69.3% |
| Admin fee / account holder | $3,015 | $8,189-63.2% | $7,966-62.2% | $6,261-51.8% |