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 | $31,396 | $197,603-84.1% | $177,827-82.3% | $158,950-80.2% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 2.19% | 58.76%-56.6pp | 48.32%-46.1pp | 302.91%-300.7pp |
| Employer contribution / active EE | $2,984 | $6,698-55.4% | $5,918-49.6% | $4,762-37.3% |
| Participant deferral / active EE | $2,322 | $8,404-72.4% | $7,713-69.9% | $5,983-61.2% |
| Admin fee / account holder | $22,587 | $15,402+46.6% | $12,429+81.7% | $11,248+100.8% |