Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,967 | $176,071-91.5% | $159,450-90.6% | $167,497-91.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 9.50% | 331.79%-322.3pp | 263.60%-254.1pp | 478.62%-469.1pp |
| Employer contribution / active EE | $1,012 | $5,298-80.9% | $4,830-79.1% | $4,838-79.1% |
| Participant deferral / active EE | $1,264 | $7,750-83.7% | $7,352-82.8% | $6,341-80.1% |
| Admin fee / account holder | $372 | $12,555-97.0% | $10,800-96.6% | $12,310-97.0% |