Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,845 | $86,949-74.9% | $102,460-78.7% | $80,959-73.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.62% | 18.89%-10.3pp | 29.47%-20.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $790 | $2,370-66.6% | $3,025-73.9% | $2,757-71.3% |
| Participant deferral / active EE | $1,205 | $4,121-70.8% | $5,056-76.2% | $4,300-72.0% |
| Admin fee / account holder | $15,939 | $8,048+98.1% | $9,460+68.5% | $6,925+130.1% |