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 | $10,046 | $98,240-89.8% | $82,312-87.8% | $147,586-93.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.17% | 30.85%-23.7pp | 25.88%-18.7pp | 578.59%-571.4pp |
| Employer contribution / active EE | $1,700 | $3,192-46.7% | $2,428-30.0% | $4,876-65.1% |
| Participant deferral / active EE | $462 | $4,383-89.5% | $3,706-87.5% | $5,439-91.5% |
| Admin fee / account holder | $2,817 | $8,563-67.1% | $5,608-49.8% | $10,886-74.1% |