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 | $22,758 | $102,393-77.8% | $147,041-84.5% | $80,911-71.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 11.19% | 134.95%-123.8pp | 419.21%-408.0pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,350 | $3,715-63.7% | $4,935-72.7% | $2,756-51.0% |
| Participant deferral / active EE | $2,504 | $6,647-62.3% | $8,071-69.0% | $4,297-41.7% |
| Admin fee / account holder | $353 | $7,943-95.6% | $13,006-97.3% | $6,935-94.9% |