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 | $8,204 | $124,330-93.4% | $109,173-92.5% | $167,536-95.1% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 5.09% | 26.04%-21.0pp | 25.75%-20.7pp | 478.82%-473.7pp |
| Employer contribution / active EE | $7,375 | $4,209+75.2% | $3,723+98.1% | $4,839+52.4% |
| Participant deferral / active EE | $94 | $5,256-98.2% | $4,654-98.0% | $6,342-98.5% |
| Admin fee / account holder | $4,401 | $7,974-44.8% | $6,755-34.8% | $12,315-64.3% |