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 | $27,956 | $202,342-86.2% | $172,753-83.8% | $152,909-81.7% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 11.95% | 1029.88%-1017.9pp | 803.00%-791.1pp | 345.46%-333.5pp |
| Employer contribution / active EE | $1,488 | $5,857-74.6% | $5,144-71.1% | $4,764-68.8% |
| Participant deferral / active EE | $1,567 | $5,948-73.7% | $5,198-69.9% | $5,851-73.2% |
| Admin fee / account holder | $5,106 | $17,112-70.2% | $13,956-63.4% | $11,601-56.0% |