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 | $8,513 | $84,236-89.9% | $170,439-95.0% | $70,124-87.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.88% | 23.06%-15.2pp | 205.94%-198.1pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,449 | $3,387-57.2% | $5,433-73.3% | $2,342-38.2% |
| Participant deferral / active EE | $639 | $3,086-79.3% | $4,939-87.1% | $3,332-80.8% |
| Admin fee / account holder | $2,588 | $5,698-54.6% | $13,881-81.4% | $4,645-44.3% |