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 | $7,009 | $63,346-88.9% | $92,240-92.4% | $70,126-90.0% |
| Participation rate | 86.1% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.6pp |
| Annual return | 9.48% | 530.19%-520.7pp | 176.29%-166.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $3,703 | $2,471+49.8% | $3,680+0.6% | $2,343+58.1% |
| Participant deferral / active EE | $389 | $2,854-86.4% | $3,897-90.0% | $3,332-88.3% |
| Admin fee / account holder | $3,404 | $3,841-11.4% | $5,194-34.5% | $4,645-26.7% |