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 | $13,736 | $80,983-83.0% | $96,544-85.8% | $75,177-81.7% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 11.60% | 27.05%-15.5pp | 25.88%-14.3pp | 160.75%-149.2pp |
| Employer contribution / active EE | $1,737 | $2,282-23.9% | $2,966-41.4% | $2,671-35.0% |
| Participant deferral / active EE | $1,034 | $3,929-73.7% | $4,851-78.7% | $4,126-74.9% |
| Admin fee / account holder | $2,410 | $6,717-64.1% | $8,254-70.8% | $5,651-57.4% |