Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,762 | $78,015-90.1% | $178,505-95.7% | $80,959-90.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 9.37% | 18.10%-8.7pp | 27.16%-17.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $759 | $2,281-66.7% | $3,955-80.8% | $2,757-72.5% |
| Participant deferral / active EE | $1,054 | $4,406-76.1% | $6,280-83.2% | $4,300-75.5% |
| Admin fee / account holder | $473 | $7,160-93.4% | $10,428-95.5% | $6,925-93.2% |