Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,209 | $101,763-94.9% | $164,866-96.8% | $80,874-93.6% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.6%+24.4pp |
| Annual return | 5.21% | 16.73%-11.5pp | 69.97%-64.8pp | 35.62%-30.4pp |
| Employer contribution / active EE | $1,068 | $2,954-63.8% | $4,343-75.4% | $2,756-61.2% |
| Participant deferral / active EE | $1,806 | $4,477-59.6% | $6,033-70.1% | $4,297-58.0% |
| Admin fee / account holder | $4,634 | $8,228-43.7% | $12,689-63.5% | $6,935-33.2% |