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 | $25,265 | $202,342-87.5% | $172,752-85.4% | $152,897-83.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | -0.03% | 1029.83%-1029.9pp | 802.97%-803.0pp | 345.43%-345.5pp |
| Employer contribution / active EE | $1,410 | $5,858-75.9% | $5,144-72.6% | $4,764-70.4% |
| Participant deferral / active EE | $1,980 | $5,948-66.7% | $5,198-61.9% | $5,851-66.2% |
| Admin fee / account holder | $1,510 | $17,111-91.2% | $13,955-89.2% | $11,599-87.0% |