Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,658 | $90,400-86.0% | $186,193-93.2% | $87,485-85.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 11.71% | 22.15%-10.4pp | 78.03%-66.3pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,877 | $2,170-13.5% | $3,918-52.1% | $2,596-27.7% |
| Participant deferral / active EE | $1,341 | $4,330-69.0% | $6,513-79.4% | $4,274-68.6% |
| Admin fee / account holder | $1,063 | $8,673-87.7% | $11,058-90.4% | $7,775-86.3% |