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 | $17,539 | $81,504-78.5% | $102,437-82.9% | $80,959-78.3% |
| Participation rate | 71.7% | 66.9%+4.9pp | 74.5%-2.8pp | 67.7%+4.1pp |
| Annual return | 5.98% | 25.60%-19.6pp | 24.95%-19.0pp | 35.67%-29.7pp |
| Employer contribution / active EE | $1,612 | $3,104-48.1% | $3,871-58.4% | $2,757-41.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,745 | $6,719-74.0% | $8,388-79.2% | $6,925-74.8% |