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 | $9,338 | $85,171-89.0% | $172,753-94.6% | $72,976-87.2% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 6.34% | 27.32%-21.0pp | 803.00%-796.7pp | 81.02%-74.7pp |
| Employer contribution / active EE | $1,106 | $3,324-66.7% | $5,144-78.5% | $2,440-54.7% |
| Participant deferral / active EE | $897 | $3,260-72.5% | $5,198-82.7% | $3,608-75.1% |
| Admin fee / account holder | $561 | $5,880-90.5% | $13,956-96.0% | $5,124-89.0% |