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 | $9,495 | $77,638-87.8% | $156,551-93.9% | $62,881-84.9% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 3.68% | 50.33%-46.6pp | 32.23%-28.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $561 | $3,444-83.7% | $5,501-89.8% | $2,281-75.4% |
| Participant deferral / active EE | $665 | $3,046-78.2% | $4,871-86.4% | $3,203-79.2% |
| Admin fee / account holder | $962 | $5,561-82.7% | $13,028-92.6% | $4,296-77.6% |