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 | $5,682 | $160,040-96.4% | $147,096-96.1% | $145,877-96.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.04% | 98.49%-89.5pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,091 | $5,289-79.4% | $4,936-77.9% | $4,663-76.6% |
| Participant deferral / active EE | $1,545 | $8,429-81.7% | $8,071-80.9% | $6,691-76.9% |
| Admin fee / account holder | $2,585 | $15,050-82.8% | $13,005-80.1% | $13,402-80.7% |