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 | $29,628 | $95,404-68.9% | $113,397-73.9% | $82,637-64.1% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 4.09% | 19.08%-15.0pp | 23.20%-19.1pp | 53.51%-49.4pp |
| Employer contribution / active EE | $1,065 | $2,307-53.8% | $2,977-64.2% | $2,552-58.3% |
| Participant deferral / active EE | $357 | $4,220-91.6% | $5,076-93.0% | $4,126-91.4% |
| Admin fee / account holder | $523 | $9,168-94.3% | $11,957-95.6% | $7,339-92.9% |