Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,967 | $209,428-91.4% | $178,498-89.9% | $158,950-88.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 4.20% | 188.78%-184.6pp | 151.09%-146.9pp | 302.91%-298.7pp |
| Employer contribution / active EE | $1,267 | $5,707-77.8% | $5,011-74.7% | $4,762-73.4% |
| Participant deferral / active EE | $1,411 | $5,955-76.3% | $5,202-72.9% | $5,983-76.4% |
| Admin fee / account holder | $1,641 | $17,077-90.4% | $13,985-88.3% | $11,248-85.4% |