Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,360 | $175,231-95.2% | $149,696-94.4% | $139,466-94.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.99% | 166.77%-156.8pp | 134.46%-124.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $2,165 | $5,478-60.5% | $4,821-55.1% | $4,754-54.5% |
| Participant deferral / active EE | $236 | $6,521-96.4% | $5,682-95.8% | $6,712-96.5% |
| Admin fee / account holder | $1,069 | $16,155-93.4% | $13,212-91.9% | $11,409-90.6% |