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 | $28,845 | $86,949-66.8% | $102,460-71.8% | $80,959-64.4% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 4.51% | 18.89%-14.4pp | 29.47%-25.0pp | 35.67%-31.2pp |
| Employer contribution / active EE | $2,504 | $2,370+5.7% | $3,025-17.2% | $2,757-9.2% |
| Participant deferral / active EE | $1,611 | $4,121-60.9% | $5,056-68.1% | $4,300-62.5% |
| Admin fee / account holder | $591 | $8,048-92.7% | $9,460-93.8% | $6,925-91.5% |