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 | $10,996 | $95,453-88.5% | $112,040-90.2% | $82,448-86.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 12.17% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,076 | $2,318-53.6% | $2,954-63.6% | $2,551-57.8% |
| Participant deferral / active EE | $1,683 | $4,224-60.2% | $5,098-67.0% | $4,139-59.3% |
| Admin fee / account holder | $6,499 | $9,013-27.9% | $12,098-46.3% | $7,234-10.2% |