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 | $17,267 | $85,766-79.9% | $136,298-87.3% | $70,126-75.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.40% | 31.46%-22.1pp | 5156.27%-5146.9pp | 73.15%-63.7pp |
| Employer contribution / active EE | $543 | $2,966-81.7% | $4,696-88.4% | $2,343-76.8% |
| Participant deferral / active EE | $817 | $5,051-83.8% | $6,247-86.9% | $3,332-75.5% |
| Admin fee / account holder | $412 | $5,421-92.4% | $9,244-95.5% | $4,645-91.1% |