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 | $9,927 | $77,638-87.2% | $156,551-93.7% | $62,881-84.2% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 4.41% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $908 | $3,444-73.6% | $5,501-83.5% | $2,281-60.2% |
| Participant deferral / active EE | $699 | $3,046-77.1% | $4,871-85.7% | $3,203-78.2% |
| Admin fee / account holder | $922 | $5,561-83.4% | $13,028-92.9% | $4,296-78.5% |