Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,866 | $45,211-91.4% | $56,429-93.1% | $70,126-94.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 2.15% | 38.45%-36.3pp | 19.04%-16.9pp | 73.15%-71.0pp |
| Employer contribution / active EE | $539 | $2,737-80.3% | $3,405-84.2% | $2,343-77.0% |
| Participant deferral / active EE | $223 | $2,735-91.9% | $3,951-94.4% | $3,332-93.3% |
| Admin fee / account holder | $338 | $3,027-88.8% | $4,466-92.4% | $4,645-92.7% |