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 | $6,342 | $171,867-96.3% | $149,721-95.8% | $147,586-95.7% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 5.13% | 2113.36%-2108.2pp | 1501.67%-1496.5pp | 578.59%-573.5pp |
| Employer contribution / active EE | $6,304 | $6,275+0.5% | $5,444+15.8% | $4,876+29.3% |
| Participant deferral / active EE | $2,236 | $7,270-69.2% | $6,568-66.0% | $5,439-58.9% |
| Admin fee / account holder | $9,194 | $13,799-33.4% | $11,282-18.5% | $10,886-15.5% |