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 | $8,865 | $159,934-94.5% | $147,005-94.0% | $145,959-93.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.89% | 98.24%-89.4pp | 418.76%-409.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,391 | $5,287-73.7% | $4,934-71.8% | $4,661-70.1% |
| Participant deferral / active EE | $2,305 | $8,427-72.6% | $8,070-71.4% | $6,689-65.5% |
| Admin fee / account holder | $1,257 | $15,053-91.7% | $13,006-90.3% | $13,398-90.6% |