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 | $5,929 | $73,978-92.0% | $96,515-93.9% | $75,173-92.1% |
| Participation rate | 79.6% | 66.4%+13.2pp | 74.3%+5.3pp | 67.2%+12.4pp |
| Annual return | 10.22% | 26.72%-16.5pp | 35.73%-25.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $998 | $2,931-65.9% | $3,740-73.3% | $2,671-62.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,594 | $5,219-69.4% | $6,735-76.3% | $5,651-71.8% |