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 | $27,360 | $149,446-81.7% | $256,809-89.3% | $94,015-70.9% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 9.86% | 17.55%-7.7pp | 32.73%-22.9pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,587 | $4,596-65.5% | $7,263-78.1% | $2,790-43.1% |
| Participant deferral / active EE | $397 | $6,491-93.9% | $9,520-95.8% | $4,249-90.7% |
| Admin fee / account holder | $1,883 | $24,035-92.2% | $25,146-92.5% | $8,951-79.0% |