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 | $9,647 | $160,070-94.0% | $147,117-93.4% | $145,897-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.38% | 98.69%-92.3pp | 420.54%-414.2pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,137 | $5,285-78.5% | $4,932-77.0% | $4,663-75.6% |
| Participant deferral / active EE | $1,817 | $8,419-78.4% | $8,065-77.5% | $6,689-72.8% |
| Admin fee / account holder | $10,911 | $15,035-27.4% | $12,993-16.0% | $13,390-18.5% |