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 | $6,498 | $81,487-92.0% | $102,412-93.7% | $80,935-92.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 5.34% | 25.60%-20.3pp | 24.94%-19.6pp | 35.66%-30.3pp |
| Employer contribution / active EE | $6,954 | $3,103+124.1% | $3,870+79.7% | $2,757+152.3% |
| Participant deferral / active EE | $215 | $3,871-94.4% | $5,060-95.8% | $4,299-95.0% |
| Admin fee / account holder | $3,217 | $6,717-52.1% | $8,388-61.6% | $6,924-53.5% |