Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,285 | $156,398-91.5% | $147,318-91.0% | $138,895-90.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.04% | 78.75%-72.7pp | 70.43%-64.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $4,148 | $4,853-14.5% | $4,593-9.7% | $4,194-1.1% |
| Participant deferral / active EE | $811 | $8,237-90.2% | $7,906-89.7% | $6,396-87.3% |
| Admin fee / account holder | $16,171 | $14,976+8.0% | $13,708+18.0% | $12,562+28.7% |