Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,566 | $227,291-91.8% | $214,702-91.4% | $155,188-88.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 4.24% | 60.08%-55.8pp | 54.55%-50.3pp | 148.84%-144.6pp |
| Employer contribution / active EE | $2,022 | $6,772-70.1% | $6,461-68.7% | $4,248-52.4% |
| Participant deferral / active EE | $3,053 | $9,582-68.1% | $9,147-66.6% | $6,531-53.3% |
| Admin fee / account holder | $89,370 | $20,413+337.8% | $19,830+350.7% | $14,480+517.2% |