Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,679 | $129,737-92.5% | $119,126-91.9% | $154,746-93.7% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 2.42% | 379.08%-376.7pp | 282.11%-279.7pp | 172.34%-169.9pp |
| Employer contribution / active EE | $3,613 | $4,375-17.4% | $4,034-10.4% | $4,379-17.5% |
| Participant deferral / active EE | $420 | $5,842-92.8% | $5,318-92.1% | $6,730-93.8% |
| Admin fee / account holder | $2,039 | $11,961-83.0% | $10,693-80.9% | $14,365-85.8% |