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 | $33,641 | $122,131-72.5% | $444,982-92.4% | $122,131-72.5% |
| Participation rate | 82.7% | 75.1%+7.6pp | 86.2%-3.6pp | 75.1%+7.6pp |
| Annual return | 9.00% | 16.17%-7.2pp | 450.47%-441.5pp | 16.17%-7.2pp |
| Employer contribution / active EE | $2,646 | $3,608-26.7% | $9,202-71.2% | $3,608-26.7% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $7,712-100.0% | $3,892-100.0% |
| Admin fee / account holder | $893 | $11,586-92.3% | $17,686-95.0% | $11,586-92.3% |