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 | $9,104 | $150,447-93.9% | $136,298-93.3% | $147,586-93.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 4.20% | 1049.15%-1045.0pp | 5156.27%-5152.1pp | 578.59%-574.4pp |
| Employer contribution / active EE | $7,066 | $5,256+34.4% | $4,696+50.5% | $4,876+44.9% |
| Participant deferral / active EE | $1,568 | $6,631-76.3% | $6,247-74.9% | $5,439-71.2% |
| Admin fee / account holder | $5,725 | $10,906-47.5% | $9,244-38.1% | $10,886-47.4% |