Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,172 | $176,786-95.4% | $146,643-94.4% | $167,536-95.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.72% | 24.04%-17.3pp | 22.75%-16.0pp | 478.82%-472.1pp |
| Employer contribution / active EE | $2,583 | $5,161-49.9% | $4,137-37.6% | $4,839-46.6% |
| Participant deferral / active EE | $1,200 | $6,440-81.4% | $5,506-78.2% | $6,342-81.1% |
| Admin fee / account holder | $446 | $13,262-96.6% | $10,280-95.7% | $12,315-96.4% |