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 | $28,630 | $202,345-85.9% | $172,755-83.4% | $152,885-81.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 6.52% | 1029.77%-1023.3pp | 802.94%-796.4pp | 345.39%-338.9pp |
| Employer contribution / active EE | $1,852 | $5,858-68.4% | $5,144-64.0% | $4,763-61.1% |
| Participant deferral / active EE | $2,048 | $5,948-65.6% | $5,198-60.6% | $5,851-65.0% |
| Admin fee / account holder | $20,673 | $17,111+20.8% | $13,955+48.1% | $11,598+78.2% |