Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,193 | $166,131-91.5% | $164,975-91.4% | $145,877-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.16% | 100.37%-93.2pp | 70.12%-63.0pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,674 | $5,276-49.3% | $4,343-38.4% | $4,663-42.6% |
| Participant deferral / active EE | $987 | $6,962-85.8% | $6,033-83.6% | $6,691-85.2% |
| Admin fee / account holder | $1,057 | $16,648-93.6% | $12,688-91.7% | $13,402-92.1% |