Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,607 | $174,379-97.4% | $152,093-97.0% | $138,895-96.7% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 4.37% | 74.86%-70.5pp | 66.36%-62.0pp | 145.39%-141.0pp |
| Employer contribution / active EE | $1,108 | $4,652-76.2% | $4,175-73.5% | $4,194-73.6% |
| Participant deferral / active EE | $675 | $6,159-89.0% | $5,451-87.6% | $6,396-89.4% |
| Admin fee / account holder | $394 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |