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 | $14,851 | $65,364-77.3% | $92,909-84.0% | $72,975-79.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 10.67% | 42.11%-31.4pp | 109.44%-98.8pp | 81.01%-70.3pp |
| Employer contribution / active EE | $5,008 | $2,594+93.0% | $3,653+37.1% | $2,440+105.2% |
| Participant deferral / active EE | $118 | $3,128-96.2% | $4,238-97.2% | $3,608-96.7% |
| Admin fee / account holder | $2,056 | $4,251-51.6% | $5,795-64.5% | $5,124-59.9% |