Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,478 | $78,520-91.7% | $96,576-93.3% | $82,448-92.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 13.91% | 41.30%-27.4pp | 38.47%-24.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $392 | $2,630-85.1% | $3,553-89.0% | $2,551-84.6% |
| Participant deferral / active EE | $2,030 | $6,754-70.0% | $7,956-74.5% | $4,139-51.0% |
| Admin fee / account holder | $672 | $13,455-95.0% | $11,381-94.1% | $7,234-90.7% |