Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,741 | $67,602-81.2% | $82,312-84.5% | $70,126-81.8% |
| Participation rate | 92.7% | 72.8%+20.0pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 9.65% | 21.57%-11.9pp | 25.88%-16.2pp | 73.15%-63.5pp |
| Employer contribution / active EE | $678 | $1,755-61.4% | $2,428-72.1% | $2,343-71.1% |
| Participant deferral / active EE | $896 | $2,987-70.0% | $3,706-75.8% | $3,332-73.1% |
| Admin fee / account holder | $1,478 | $4,512-67.2% | $5,608-73.6% | $4,645-68.2% |