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 | $20,932 | $197,637-89.4% | $177,848-88.2% | $158,982-86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.67% | 58.77%-57.1pp | 48.33%-46.7pp | 302.99%-301.3pp |
| Employer contribution / active EE | $1,813 | $6,698-72.9% | $5,919-69.4% | $4,763-61.9% |
| Participant deferral / active EE | $1,659 | $8,405-80.3% | $7,714-78.5% | $5,983-72.3% |
| Admin fee / account holder | $8,924 | $15,406-42.1% | $12,431-28.2% | $11,252-20.7% |