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 | $19,656 | $197,637-90.1% | $177,848-88.9% | $158,982-87.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.51% | 58.77%-55.3pp | 48.33%-44.8pp | 302.99%-299.5pp |
| Employer contribution / active EE | $1,755 | $6,698-73.8% | $5,919-70.3% | $4,763-63.2% |
| Participant deferral / active EE | $1,024 | $8,405-87.8% | $7,714-86.7% | $5,983-82.9% |
| Admin fee / account holder | $21,960 | $15,406+42.5% | $12,431+76.6% | $11,252+95.2% |