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 | $4,274 | $78,197-94.5% | $98,090-95.6% | $82,637-94.8% |
| Participation rate | 95.2% | 77.5%+17.8pp | 81.5%+13.7pp | 68.1%+27.2pp |
| Annual return | 11.76% | 40.25%-28.5pp | 37.05%-25.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,487 | $2,605-42.9% | $3,606-58.8% | $2,552-41.7% |
| Participant deferral / active EE | $2,292 | $6,636-65.5% | $7,845-70.8% | $4,126-44.5% |
| Admin fee / account holder | $648 | $14,832-95.6% | $11,815-94.5% | $7,339-91.2% |