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 | $36,625 | $123,793-70.4% | $177,827-79.4% | $79,858-54.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.61% | 22.82%-18.2pp | 48.32%-43.7pp | 31.72%-27.1pp |
| Employer contribution / active EE | $1,560 | $4,095-61.9% | $5,918-73.6% | $2,471-36.9% |
| Participant deferral / active EE | $1,913 | $5,956-67.9% | $7,713-75.2% | $3,740-48.9% |
| Admin fee / account holder | $2,431 | $7,243-66.4% | $12,429-80.4% | $5,306-54.2% |