Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,972 | $78,520-84.8% | $96,576-87.6% | $82,448-85.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 5.69% | 41.30%-35.6pp | 38.47%-32.8pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,835 | $2,630-30.2% | $3,553-48.4% | $2,551-28.1% |
| Participant deferral / active EE | $2,161 | $6,754-68.0% | $7,956-72.8% | $4,139-47.8% |
| Admin fee / account holder | $1,733 | $13,455-87.1% | $11,381-84.8% | $7,234-76.0% |