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 | $27,851 | $177,156-84.3% | $147,027-81.1% | $154,746-82.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.77% | 21.94%-14.2pp | 20.23%-12.5pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,173 | $4,336-49.9% | $3,626-40.1% | $4,379-50.4% |
| Participant deferral / active EE | $1,239 | $5,797-78.6% | $4,933-74.9% | $6,730-81.6% |
| Admin fee / account holder | $25,381 | $14,904+70.3% | $12,223+107.7% | $14,365+76.7% |