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 | $32,027 | $183,988-82.6% | $162,177-80.3% | $152,897-79.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.55% | 150.79%-146.2pp | 115.60%-111.0pp | 345.43%-340.9pp |
| Employer contribution / active EE | $3,965 | $6,370-37.7% | $5,613-29.4% | $4,764-16.8% |
| Participant deferral / active EE | $2,403 | $8,032-70.1% | $7,297-67.1% | $5,851-58.9% |
| Admin fee / account holder | $7,241 | $13,123-44.8% | $10,843-33.2% | $11,599-37.6% |