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 | $13,667 | $47,944-71.5% | $67,834-79.9% | $62,881-78.3% |
| Participation rate | 90.7% | 61.1%+29.7pp | 68.8%+21.9pp | 69.3%+21.4pp |
| Annual return | 4.50% | 11.77%-7.3pp | 138.47%-134.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $369 | $1,562-76.4% | $2,403-84.6% | $2,281-83.8% |
| Participant deferral / active EE | $690 | $2,247-69.3% | $3,160-78.1% | $3,203-78.4% |
| Admin fee / account holder | $1,359 | $3,712-63.4% | $4,622-70.6% | $4,296-68.4% |