Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,597 | $72,177-89.5% | $115,038-93.4% | $59,633-87.3% |
| Participation rate | 82.6% | 72.6%+10.1pp | 81.4%+1.2pp | 68.7%+13.9pp |
| Annual return | -5.29% | 12.02%-17.3pp | 26.14%-31.4pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $1,360 | $2,841-52.1% | $4,608-70.5% | $2,203-38.3% |
| Participant deferral / active EE | $1,947 | $4,783-59.3% | $6,026-67.7% | $3,192-39.0% |
| Admin fee / account holder | $946 | $4,927-80.8% | $8,175-88.4% | $4,297-78.0% |