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 | $33,427 | $126,636-73.6% | $312,151-89.3% | $116,462-71.3% |
| Participation rate | 97.0% | 82.6%+14.4pp | 89.1%+7.9pp | 74.7%+22.3pp |
| Annual return | 9.56% | 15.31%-5.7pp | 1.82%+7.7pp | 15.65%-6.1pp |
| Employer contribution / active EE | $2,239 | $3,444-35.0% | $8,031-72.1% | $3,231-30.7% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,370-100.0% | $3,836-100.0% |
| Admin fee / account holder | $971 | $16,098-94.0% | $51,799-98.1% | $12,754-92.4% |