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 | $21,231 | $135,956-84.4% | $123,894-82.9% | $273,972-92.3% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 3.41% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,468 | $5,170-52.3% | $4,617-46.6% | $4,869-49.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,917 | $9,817+82.5% | $8,357+114.4% | $10,133+76.8% |