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 | $35,043 | $109,359-68.0% | $162,185-78.4% | $72,976-52.0% |
| Participation rate | 78.8% | 84.3%-5.5pp | 87.6%-8.8pp | 69.5%+9.3pp |
| Annual return | 14.21% | 25.46%-11.2pp | 115.61%-101.4pp | 81.02%-66.8pp |
| Employer contribution / active EE | $2,026 | $3,907-48.1% | $5,613-63.9% | $2,440-16.9% |
| Participant deferral / active EE | $1,560 | $5,481-71.5% | $7,297-78.6% | $3,608-56.8% |
| Admin fee / account holder | $17,579 | $7,972+120.5% | $10,844+62.1% | $5,124+243.1% |