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 | $15,752 | $185,312-91.5% | $161,489-90.2% | $154,746-89.8% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.7%+0.3pp | 80.7%-1.8pp |
| Annual return | 9.49% | 103.84%-94.4pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,198 | $4,769-74.9% | $4,268-71.9% | $4,379-72.6% |
| Participant deferral / active EE | $1,340 | $6,350-78.9% | $5,630-76.2% | $6,730-80.1% |
| Admin fee / account holder | $3,194 | $18,654-82.9% | $16,006-80.0% | $14,365-77.8% |