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 | $32,049 | $115,931-72.4% | $185,441-82.7% | $86,983-63.2% |
| Participation rate | 79.5% | 73.6%+5.9pp | 80.3%-0.7pp | 69.5%+10.0pp |
| Annual return | 9.69% | 21.47%-11.8pp | 20.16%-10.5pp | 25.83%-16.1pp |
| Employer contribution / active EE | $2,475 | $2,937-15.7% | $4,672-47.0% | $2,584-4.2% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $793 | $10,687-92.6% | $17,890-95.6% | $7,856-89.9% |