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 | $40,585 | $138,386-70.7% | $184,260-78.0% | $80,935-49.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.79% | 20.02%-10.2pp | 28.84%-19.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,126 | $4,851-56.2% | $6,427-66.9% | $2,757-22.9% |
| Participant deferral / active EE | $1,537 | $7,076-78.3% | $9,133-83.2% | $4,299-64.3% |
| Admin fee / account holder | $3,790 | $10,489-63.9% | $13,898-72.7% | $6,924-45.3% |