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 | $10,370 | $102,638-89.9% | $81,982-87.4% | $158,982-93.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 4.94% | 61.05%-56.1pp | 41.31%-36.4pp | 302.99%-298.0pp |
| Employer contribution / active EE | $4,060 | $3,241+25.3% | $2,498+62.5% | $4,763-14.7% |
| Participant deferral / active EE | $738 | $4,649-84.1% | $3,722-80.2% | $5,983-87.7% |
| Admin fee / account holder | $2,349 | $8,237-71.5% | $5,665-58.5% | $11,252-79.1% |