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 | $3,604 | $89,370-96.0% | $141,197-97.4% | $72,976-95.1% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.5%+9.6pp | 69.5%+22.6pp |
| Annual return | 18.67% | 111.88%-93.2pp | 71.41%-52.7pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,074 | $3,115-33.4% | $4,736-56.2% | $2,440-15.0% |
| Participant deferral / active EE | $1,129 | $5,419-79.2% | $6,710-83.2% | $3,608-68.7% |
| Admin fee / account holder | $981 | $5,957-83.5% | $10,265-90.4% | $5,124-80.9% |