Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,407 | $185,883-92.8% | $170,043-92.1% | $139,466-90.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.70% | 60.54%-50.8pp | 53.40%-43.7pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,517 | $7,596-80.0% | $6,790-77.7% | $4,754-68.1% |
| Participant deferral / active EE | $2,816 | $11,626-75.8% | $10,410-72.9% | $6,712-58.0% |
| Admin fee / account holder | $1,294 | $15,393-91.6% | $12,824-89.9% | $11,409-88.7% |