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 | $23,972 | $201,372-88.1% | $184,260-87.0% | $145,884-83.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.95% | 29.04%-20.1pp | 28.84%-19.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,553 | $7,024-77.9% | $6,427-75.8% | $4,662-66.7% |
| Participant deferral / active EE | $1,563 | $9,808-84.1% | $9,133-82.9% | $6,690-76.6% |
| Admin fee / account holder | $6,345 | $16,362-61.2% | $13,898-54.3% | $13,392-52.6% |