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 | $9,406 | $180,749-94.8% | $160,784-94.2% | $137,256-93.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.23% | 2234.46%-2227.2pp | 1803.92%-1796.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,243 | $4,155-46.0% | $3,733-39.9% | $4,156-46.0% |
| Participant deferral / active EE | $1,073 | $6,844-84.3% | $6,293-82.9% | $6,407-83.2% |
| Admin fee / account holder | $21,466 | $10,397+106.5% | $9,717+120.9% | $12,270+74.9% |