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 | $16,733 | $67,602-75.2% | $82,312-79.7% | $70,126-76.1% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 8.67% | 21.57%-12.9pp | 25.88%-17.2pp | 73.15%-64.5pp |
| Employer contribution / active EE | $757 | $1,755-56.9% | $2,428-68.8% | $2,343-67.7% |
| Participant deferral / active EE | $1,192 | $2,987-60.1% | $3,706-67.8% | $3,332-64.2% |
| Admin fee / account holder | $1,971 | $4,512-56.3% | $5,608-64.8% | $4,645-57.6% |