Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,673 | $141,004-93.8% | $112,273-92.3% | $139,466-93.8% |
| Participation rate | 95.8% | 79.2%+16.6pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | -3.09% | 32.75%-35.8pp | 30.23%-33.3pp | 373.66%-376.8pp |
| Employer contribution / active EE | $1,910 | $4,285-55.4% | $3,431-44.3% | $4,754-59.8% |
| Participant deferral / active EE | $1,072 | $5,878-81.8% | $4,800-77.7% | $6,712-84.0% |
| Admin fee / account holder | $527 | $9,959-94.7% | $7,752-93.2% | $11,409-95.4% |