Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,207 | $201,372-89.5% | $184,260-88.5% | $145,884-85.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 6.14% | 29.04%-22.9pp | 28.84%-22.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $1,534 | $7,024-78.2% | $6,427-76.1% | $4,662-67.1% |
| Participant deferral / active EE | $1,920 | $9,808-80.4% | $9,133-79.0% | $6,690-71.3% |
| Admin fee / account holder | $771 | $16,362-95.3% | $13,898-94.4% | $13,392-94.2% |