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 | $21,288 | $86,940-75.5% | $102,434-79.2% | $80,935-73.7% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.7%+26.3pp |
| Annual return | 8.99% | 18.89%-9.9pp | 29.46%-20.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $2,349 | $2,370-0.9% | $3,023-22.3% | $2,757-14.8% |
| Participant deferral / active EE | $984 | $4,121-76.1% | $5,055-80.5% | $4,299-77.1% |
| Admin fee / account holder | $3,455 | $8,047-57.1% | $9,462-63.5% | $6,924-50.1% |