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 | $19,177 | $81,457-76.5% | $103,378-81.4% | $80,911-76.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.97% | 25.58%-16.6pp | 24.91%-15.9pp | 35.63%-26.7pp |
| Employer contribution / active EE | $2,051 | $3,107-34.0% | $3,870-47.0% | $2,756-25.6% |
| Participant deferral / active EE | $1,353 | $3,871-65.0% | $5,058-73.2% | $4,297-68.5% |
| Admin fee / account holder | $3,631 | $6,717-45.9% | $8,401-56.8% | $6,935-47.6% |