Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,682 | $185,883-95.9% | $170,043-95.5% | $139,466-94.5% |
| Participation rate | 76.9% | 87.8%-10.8pp | 87.0%-10.1pp | 80.3%-3.4pp |
| Annual return | 9.30% | 60.54%-51.2pp | 53.40%-44.1pp | 373.66%-364.4pp |
| Employer contribution / active EE | $2,294 | $7,596-69.8% | $6,790-66.2% | $4,754-51.8% |
| Participant deferral / active EE | $432 | $11,626-96.3% | $10,410-95.8% | $6,712-93.6% |
| Admin fee / account holder | $20,367 | $15,393+32.3% | $12,824+58.8% | $11,409+78.5% |