Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,514 | $154,159-88.6% | $130,026-86.5% | $139,456-87.4% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 6.99% | 32.50%-25.5pp | -137.26%+144.3pp | 373.45%-366.5pp |
| Employer contribution / active EE | $2,020 | $5,292-61.8% | $4,321-53.3% | $4,753-57.5% |
| Participant deferral / active EE | $1,434 | $6,710-78.6% | $5,821-75.4% | $6,711-78.6% |
| Admin fee / account holder | $8,192 | $14,001-41.5% | $10,608-22.8% | $11,407-28.2% |