Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,982 | $154,228-92.2% | $145,433-91.8% | $137,256-91.3% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 10.93% | 74.59%-63.7pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,101 | $4,804-77.1% | $4,554-75.8% | $4,156-73.5% |
| Participant deferral / active EE | $2,204 | $8,216-73.2% | $7,897-72.1% | $6,407-65.6% |
| Admin fee / account holder | $10,890 | $14,344-24.1% | $13,129-17.1% | $12,270-11.2% |