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 | $10,645 | $84,236-87.4% | $170,435-93.8% | $70,126-84.8% |
| Participation rate | 82.8% | 70.8%+11.9pp | 83.6%-0.8pp | 69.5%+13.2pp |
| Annual return | 9.05% | 23.06%-14.0pp | 205.94%-196.9pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,024 | $3,387-69.8% | $5,432-81.2% | $2,343-56.3% |
| Participant deferral / active EE | $735 | $3,086-76.2% | $4,939-85.1% | $3,332-77.9% |
| Admin fee / account holder | $1,541 | $5,698-73.0% | $13,881-88.9% | $4,645-66.8% |