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 | $23,661 | $185,905-87.3% | $170,057-86.1% | $139,487-83.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 6.63% | 60.56%-53.9pp | 53.42%-46.8pp | 373.84%-367.2pp |
| Employer contribution / active EE | $1,817 | $7,597-76.1% | $6,790-73.2% | $4,755-61.8% |
| Participant deferral / active EE | $2,270 | $11,627-80.5% | $10,411-78.2% | $6,713-66.2% |
| Admin fee / account holder | $10,948 | $15,397-28.9% | $12,826-14.6% | $11,407-4.0% |