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 | $6,343 | $156,398-95.9% | $147,318-95.7% | $138,895-95.4% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 11.65% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,286 | $4,853-73.5% | $4,593-72.0% | $4,194-69.3% |
| Participant deferral / active EE | $1,914 | $8,237-76.8% | $7,906-75.8% | $6,396-70.1% |
| Admin fee / account holder | $5,673 | $14,976-62.1% | $13,708-58.6% | $12,562-54.8% |