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 | $26,562 | $223,823-88.1% | $211,142-87.4% | $154,746-82.8% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 9.12% | 50.39%-41.3pp | 46.84%-37.7pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,026 | $6,787-70.1% | $6,442-68.6% | $4,379-53.7% |
| Participant deferral / active EE | $2,529 | $9,750-74.1% | $9,284-72.8% | $6,730-62.4% |
| Admin fee / account holder | $2,784 | $19,707-85.9% | $19,076-85.4% | $14,365-80.6% |