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 | $2,949 | $89,652-96.7% | $141,197-97.9% | $65,186-95.5% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.5%+10.5pp | 70.2%+22.8pp |
| Annual return | 16.66% | 32.79%-16.1pp | 71.41%-54.7pp | 29.39%-12.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,482 | $5,691-74.0% | $6,710-77.9% | $3,514-57.8% |
| Admin fee / account holder | $600 | $569+5.5% | $10,265-94.2% | $847-29.2% |