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 | $23,894 | $95,453-75.0% | $112,040-78.7% | $82,448-71.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.76% | 23.92%-15.2pp | 24.52%-15.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,494 | $2,318-35.6% | $2,954-49.4% | $2,551-41.4% |
| Participant deferral / active EE | $1,605 | $4,224-62.0% | $5,098-68.5% | $4,139-61.2% |
| Admin fee / account holder | $12,148 | $9,013+34.8% | $12,098+0.4% | $7,234+67.9% |