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 | $2,576 | $60,349-95.7% | $74,184-96.5% | $62,881-95.9% |
| Participation rate | 75.6% | 72.7%+2.9pp | 76.6%-1.0pp | 69.3%+6.3pp |
| Annual return | 3.82% | 21.38%-17.6pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $372 | $1,680-77.9% | $2,370-84.3% | $2,281-83.7% |
| Participant deferral / active EE | $521 | $2,856-81.7% | $3,550-85.3% | $3,203-83.7% |
| Admin fee / account holder | $839 | $4,261-80.3% | $5,586-85.0% | $4,296-80.5% |