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 | $12,344 | $84,236-85.3% | $170,435-92.8% | $70,126-82.4% |
| Participation rate | 93.0% | 70.8%+22.2pp | 83.6%+9.4pp | 69.5%+23.4pp |
| Annual return | 11.03% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $3,113 | $3,387-8.1% | $5,432-42.7% | $2,343+32.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,831 | $5,698-67.9% | $13,881-86.8% | $4,645-60.6% |