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 | $9,472 | $124,346-92.4% | $111,306-91.5% | $167,553-94.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.06% | 37.46%-30.4pp | 54.67%-47.6pp | 478.89%-471.8pp |
| Employer contribution / active EE | $2,935 | $3,438-14.6% | $2,732+7.4% | $4,840-39.4% |
| Participant deferral / active EE | $756 | $5,182-85.4% | $4,488-83.2% | $6,343-88.1% |
| Admin fee / account holder | $7,100 | $10,623-33.2% | $7,966-10.9% | $12,316-42.4% |