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 | $21,037 | $81,504-74.2% | $102,437-79.5% | $80,959-74.0% |
| Participation rate | 75.8% | 66.9%+8.9pp | 74.5%+1.2pp | 67.7%+8.1pp |
| Annual return | 10.08% | 25.60%-15.5pp | 24.95%-14.9pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,989 | $3,104-35.9% | $3,871-48.6% | $2,757-27.8% |
| Participant deferral / active EE | $838 | $3,871-78.3% | $5,060-83.4% | $4,300-80.5% |
| Admin fee / account holder | $837 | $6,719-87.5% | $8,388-90.0% | $6,925-87.9% |