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 | $9,221 | $52,467-82.4% | $57,196-83.9% | $55,167-83.3% |
| Participation rate | 81.2% | 75.8%+5.3pp | 75.3%+5.9pp | 69.0%+12.2pp |
| Annual return | 0.75% | 7.72%-7.0pp | 14.59%-13.8pp | 169.23%-168.5pp |
| Employer contribution / active EE | $1,070 | $2,477-56.8% | $2,683-60.1% | $1,963-45.5% |
| Participant deferral / active EE | $799 | $2,830-71.8% | $3,096-74.2% | $3,054-73.8% |
| Admin fee / account holder | $455 | $269+68.9% | $3,141-85.5% | $504-9.8% |