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 | $17,281 | $201,370-91.4% | $184,256-90.6% | $145,897-88.2% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 6.50% | 29.05%-22.5pp | 28.85%-22.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $2,075 | $7,024-70.5% | $6,427-67.7% | $4,663-55.5% |
| Participant deferral / active EE | $2,422 | $9,808-75.3% | $9,133-73.5% | $6,689-63.8% |
| Admin fee / account holder | $1,098 | $16,364-93.3% | $13,899-92.1% | $13,390-91.8% |