Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,593 | $103,164-98.5% | $90,259-98.2% | $154,746-99.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 3.54% | 19.25%-15.7pp | 18.88%-15.3pp | 172.34%-168.8pp |
| Employer contribution / active EE | $285 | $2,532-88.7% | $2,291-87.6% | $4,379-93.5% |
| Participant deferral / active EE | $656 | $4,422-85.2% | $3,827-82.9% | $6,730-90.3% |
| Admin fee / account holder | $1,572 | $8,593-81.7% | $7,267-78.4% | $14,365-89.1% |