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 | $22,177 | $72,492-69.4% | $87,104-74.5% | $72,975-69.6% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 5.04% | 24.46%-19.4pp | 28.19%-23.2pp | 81.01%-76.0pp |
| Employer contribution / active EE | $1,099 | $1,894-42.0% | $2,521-56.4% | $2,440-55.0% |
| Participant deferral / active EE | $861 | $3,270-73.7% | $4,048-78.7% | $3,608-76.1% |
| Admin fee / account holder | $3,206 | $5,055-36.6% | $7,491-57.2% | $5,124-37.4% |