Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,565 | $101,950-75.9% | $125,529-80.4% | $86,983-71.8% |
| Participation rate | 93.0% | 70.2%+22.8pp | 74.7%+18.2pp | 69.5%+23.4pp |
| Annual return | 10.95% | 18.29%-7.3pp | 202.56%-191.6pp | 25.83%-14.9pp |
| Employer contribution / active EE | $785 | $2,358-66.7% | $3,058-74.3% | $2,584-69.6% |
| Participant deferral / active EE | $1,663 | $3,862-56.9% | $4,813-65.4% | $4,194-60.3% |
| Admin fee / account holder | $8,582 | $12,791-32.9% | $16,298-47.3% | $7,856+9.2% |