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 | $26,512 | $101,798-74.0% | $165,071-83.9% | $80,935-67.2% |
| Participation rate | 93.9% | 71.8%+22.1pp | 78.6%+15.3pp | 67.7%+26.3pp |
| Annual return | 9.33% | 16.73%-7.4pp | 70.17%-60.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,684 | $2,954-43.0% | $4,347-61.3% | $2,757-38.9% |
| Participant deferral / active EE | $1,803 | $4,476-59.7% | $6,035-70.1% | $4,299-58.1% |
| Admin fee / account holder | $1,587 | $8,221-80.7% | $12,695-87.5% | $6,924-77.1% |