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 | $14,256 | $197,594-92.8% | $177,822-92.0% | $158,931-91.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 3.67% | 58.76%-55.1pp | 48.32%-44.6pp | 302.86%-299.2pp |
| Employer contribution / active EE | $6,977 | $6,697+4.2% | $5,918+17.9% | $4,761+46.5% |
| Participant deferral / active EE | $998 | $8,405-88.1% | $7,714-87.1% | $5,982-83.3% |
| Admin fee / account holder | $8,398 | $15,400-45.5% | $12,428-32.4% | $11,247-25.3% |