Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,979 | $94,031-78.8% | $115,768-82.7% | $82,448-75.8% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.4%+0.6pp | 68.1%+6.9pp |
| Annual return | 5.82% | 20.61%-14.8pp | 100.46%-94.6pp | 41.64%-35.8pp |
| Employer contribution / active EE | $2,558 | $2,323+10.1% | $2,940-13.0% | $2,551+0.3% |
| Participant deferral / active EE | $772 | $3,972-80.6% | $4,917-84.3% | $4,139-81.4% |
| Admin fee / account holder | $6,132 | $10,249-40.2% | $12,439-50.7% | $7,234-15.2% |