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 | $21,412 | $201,264-89.4% | $184,185-88.4% | $145,978-85.3% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 5.62% | 29.00%-23.4pp | 28.81%-23.2pp | 550.52%-544.9pp |
| Employer contribution / active EE | $3,199 | $7,021-54.4% | $6,426-50.2% | $4,662-31.4% |
| Participant deferral / active EE | $1,513 | $9,806-84.6% | $9,132-83.4% | $6,690-77.4% |
| Admin fee / account holder | $450 | $16,376-97.3% | $13,909-96.8% | $13,400-96.6% |