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 | $10,737 | $102,422-89.5% | $147,117-92.7% | $80,959-86.7% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 11.62% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,018 | $3,717-72.6% | $4,932-79.4% | $2,757-63.1% |
| Participant deferral / active EE | $1,907 | $6,652-71.3% | $8,065-76.3% | $4,300-55.6% |
| Admin fee / account holder | $1,022 | $7,953-87.1% | $12,993-92.1% | $6,925-85.2% |