Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,025 | $65,364-83.1% | $92,909-88.1% | $72,975-84.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.45% | 42.11%-27.7pp | 109.44%-95.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $5,491 | $2,594+111.6% | $3,653+50.3% | $2,440+125.0% |
| Participant deferral / active EE | $309 | $3,128-90.1% | $4,238-92.7% | $3,608-91.4% |
| Admin fee / account holder | $2,267 | $4,251-46.7% | $5,795-60.9% | $5,124-55.8% |