Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,334 | $111,814-93.4% | $103,374-92.9% | $145,959-95.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.92% | 24.77%-16.8pp | 24.89%-17.0pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,441 | $4,214-65.8% | $3,869-62.8% | $4,661-69.1% |
| Participant deferral / active EE | $1,074 | $5,618-80.9% | $5,058-78.8% | $6,689-83.9% |
| Admin fee / account holder | $457 | $9,754-95.3% | $8,394-94.6% | $13,398-96.6% |