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 | $11,453 | $198,457-94.2% | $170,435-93.3% | $147,586-92.2% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 7.91% | 257.30%-249.4pp | 205.94%-198.0pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,041 | $6,183-67.0% | $5,432-62.4% | $4,876-58.2% |
| Participant deferral / active EE | $1,907 | $5,629-66.1% | $4,939-61.4% | $5,439-64.9% |
| Admin fee / account holder | $338 | $16,852-98.0% | $13,881-97.6% | $10,886-96.9% |