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 | $6,357 | $52,306-87.8% | $69,779-90.9% | $62,881-89.9% |
| Participation rate | 96.2% | 67.2%+28.9pp | 71.8%+24.3pp | 69.3%+26.8pp |
| Annual return | 3.50% | 13.35%-9.9pp | 12.99%-9.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $315 | $1,799-82.5% | $2,338-86.5% | $2,281-86.2% |
| Participant deferral / active EE | $891 | $2,395-62.8% | $2,931-69.6% | $3,203-72.2% |
| Admin fee / account holder | $850 | $3,691-77.0% | $4,381-80.6% | $4,296-80.2% |