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 | $17,757 | $124,425-85.7% | $112,040-84.2% | $137,256-87.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.64% | 24.72%-18.1pp | 24.52%-17.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,318 | $3,411-32.1% | $2,954-21.5% | $4,156-44.2% |
| Participant deferral / active EE | $841 | $5,718-85.3% | $5,098-83.5% | $6,407-86.9% |
| Admin fee / account holder | $3,196 | $15,207-79.0% | $12,098-73.6% | $12,270-73.9% |