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 | $11,534 | $86,949-86.7% | $102,460-88.7% | $80,959-85.8% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.1pp | 67.7%+28.0pp |
| Annual return | 2.47% | 18.89%-16.4pp | 29.47%-27.0pp | 35.67%-33.2pp |
| Employer contribution / active EE | $3,370 | $2,370+42.2% | $3,025+11.4% | $2,757+22.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,485 | $8,048+5.4% | $9,460-10.3% | $6,925+22.5% |