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 | $11,522 | $165,381-93.0% | $149,730-92.3% | $158,966-92.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.96% | 348.29%-341.3pp | 276.70%-269.7pp | 302.95%-296.0pp |
| Employer contribution / active EE | $2,297 | $5,104-55.0% | $4,645-50.5% | $4,762-51.8% |
| Participant deferral / active EE | $1,098 | $7,182-84.7% | $6,843-84.0% | $5,983-81.6% |
| Admin fee / account holder | $10,239 | $10,809-5.3% | $9,310+10.0% | $11,250-9.0% |