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 | $24,789 | $98,776-74.9% | $149,745-83.4% | $79,856-69.0% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.5pp |
| Annual return | 10.62% | 27.38%-16.8pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $764 | $3,217-76.2% | $4,646-83.5% | $2,471-69.1% |
| Participant deferral / active EE | $2,331 | $5,681-59.0% | $6,843-65.9% | $3,741-37.7% |
| Admin fee / account holder | $2,946 | $6,053-51.3% | $9,312-68.4% | $5,306-44.5% |