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 | $13,164 | $148,623-91.1% | $135,974-90.3% | $139,466-90.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 11.91% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,106 | $5,246-78.9% | $4,859-77.2% | $4,754-76.7% |
| Participant deferral / active EE | $1,874 | $8,103-76.9% | $7,760-75.9% | $6,712-72.1% |
| Admin fee / account holder | $11,015 | $12,406-11.2% | $10,767+2.3% | $11,409-3.5% |