Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,902 | $72,272-94.6% | $101,264-96.1% | $79,858-95.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.49% | 22.30%-13.8pp | 46.48%-38.0pp | 31.72%-23.2pp |
| Employer contribution / active EE | $1,216 | $2,692-54.8% | $3,660-66.8% | $2,471-50.8% |
| Participant deferral / active EE | $587 | $3,282-82.1% | $4,370-86.6% | $3,740-84.3% |
| Admin fee / account holder | $897 | $4,401-79.6% | $5,947-84.9% | $5,306-83.1% |