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 | $31,303 | $123,793-74.7% | $177,840-82.4% | $79,852-60.8% |
| Participation rate | 71.8% | 84.7%-12.9pp | 87.7%-15.9pp | 69.6%+2.2pp |
| Annual return | 10.24% | 22.82%-12.6pp | 48.32%-38.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,952 | $4,095-52.3% | $5,919-67.0% | $2,471-21.0% |
| Participant deferral / active EE | $2,194 | $5,956-63.2% | $7,714-71.6% | $3,740-41.3% |
| Admin fee / account holder | $1,606 | $7,243-77.8% | $12,431-87.1% | $5,306-69.7% |