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 | $13,044 | $209,405-93.8% | $178,486-92.7% | $158,931-91.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.17% | 188.77%-183.6pp | 151.08%-145.9pp | 302.86%-297.7pp |
| Employer contribution / active EE | $4,201 | $5,707-26.4% | $5,011-16.2% | $4,761-11.8% |
| Participant deferral / active EE | $1,288 | $5,954-78.4% | $5,202-75.2% | $5,982-78.5% |
| Admin fee / account holder | $705 | $17,076-95.9% | $13,985-95.0% | $11,247-93.7% |