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 | $37,556 | $125,797-70.1% | $170,043-77.9% | $75,173-50.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.23% | 27.20%-14.0pp | 53.40%-40.2pp | 160.72%-147.5pp |
| Employer contribution / active EE | $3,318 | $4,616-28.1% | $6,790-51.1% | $2,671+24.2% |
| Participant deferral / active EE | $1,609 | $6,838-76.5% | $10,410-84.5% | $4,126-61.0% |
| Admin fee / account holder | $1,639 | $8,177-80.0% | $12,824-87.2% | $5,651-71.0% |