Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,932 | $154,228-94.2% | $145,433-93.9% | $137,256-93.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 6.37% | 74.59%-68.2pp | 66.58%-60.2pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,481 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $1,883 | $8,216-77.1% | $7,897-76.2% | $6,407-70.6% |
| Admin fee / account holder | $14,116 | $14,344-1.6% | $13,129+7.5% | $12,270+15.0% |