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 | $10,202 | $81,487-87.5% | $102,412-90.0% | $80,935-87.4% |
| Participation rate | 70.3% | 66.8%+3.4pp | 74.5%-4.2pp | 67.7%+2.6pp |
| Annual return | 6.39% | 25.60%-19.2pp | 24.94%-18.6pp | 35.66%-29.3pp |
| Employer contribution / active EE | $837 | $3,103-73.0% | $3,870-78.4% | $2,757-69.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,080 | $6,717-54.2% | $8,388-63.3% | $6,924-55.5% |