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 | $2,682 | $199,109-98.7% | $173,730-98.5% | $154,746-98.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 5.89% | 20.02%-14.1pp | 19.96%-14.1pp | 172.34%-166.4pp |
| Employer contribution / active EE | $3,771 | $5,311-29.0% | $4,577-17.6% | $4,379-13.9% |
| Participant deferral / active EE | $254 | $7,113-96.4% | $6,326-96.0% | $6,730-96.2% |
| Admin fee / account holder | $2,615 | $20,916-87.5% | $17,523-85.1% | $14,365-81.8% |