Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,474 | $106,749-86.4% | $145,433-90.0% | $82,448-82.4% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 12.07% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $970 | $3,444-71.8% | $4,554-78.7% | $2,551-62.0% |
| Participant deferral / active EE | $1,346 | $6,519-79.4% | $7,897-83.0% | $4,139-67.5% |
| Admin fee / account holder | $4,861 | $8,390-42.1% | $13,129-63.0% | $7,234-32.8% |