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 | $16,734 | $181,896-90.8% | $156,551-89.3% | $273,972-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.40% | 30.74%-29.3pp | 32.23%-30.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,490 | $6,248-76.2% | $5,501-72.9% | $4,869-69.4% |
| Participant deferral / active EE | $970 | $5,550-82.5% | $4,871-80.1% | $5,287-81.6% |
| Admin fee / account holder | $29,384 | $15,560+88.8% | $13,028+125.5% | $10,133+190.0% |