Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,141 | $183,592-99.4% | $155,574-99.3% | $145,877-99.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 4.18% | 61.37%-57.2pp | 64.87%-60.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,073 | $5,317-79.8% | $4,676-77.0% | $4,663-77.0% |
| Participant deferral / active EE | $1,440 | $6,466-77.7% | $5,629-74.4% | $6,691-78.5% |
| Admin fee / account holder | $12,543 | $19,316-35.1% | $15,914-21.2% | $13,402-6.4% |