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 | $41,813 | $137,414-69.6% | $189,545-77.9% | $85,851-51.3% |
| Participation rate | 95.1% | 84.6%+10.5pp | 87.8%+7.3pp | 69.3%+25.8pp |
| Annual return | 11.45% | 38.14%-26.7pp | 555.36%-543.9pp | 318.63%-307.2pp |
| Employer contribution / active EE | $1,851 | $4,344-57.4% | $6,162-70.0% | $2,565-27.9% |
| Participant deferral / active EE | $1,794 | $6,260-71.3% | $8,220-78.2% | $3,952-54.6% |
| Admin fee / account holder | $22,087 | $8,630+155.9% | $12,049+83.3% | $6,261+252.8% |