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 | $37,968 | $146,267-74.0% | $197,124-80.7% | $82,448-53.9% |
| Participation rate | 80.9% | 84.0%-3.2pp | 86.7%-5.9pp | 68.1%+12.8pp |
| Annual return | 10.67% | 29.61%-18.9pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,968 | $4,723-58.3% | $6,227-68.4% | $2,551-22.8% |
| Participant deferral / active EE | $3,096 | $7,035-56.0% | $9,135-66.1% | $4,139-25.2% |
| Admin fee / account holder | $1,577 | $14,422-89.1% | $16,298-90.3% | $7,234-78.2% |