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 | $9,015 | $112,121-92.0% | $95,960-90.6% | $158,966-94.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 3.56% | 171.16%-167.6pp | 91.63%-88.1pp | 302.95%-299.4pp |
| Employer contribution / active EE | $1,122 | $3,199-64.9% | $2,541-55.9% | $4,762-76.5% |
| Participant deferral / active EE | $515 | $4,784-89.2% | $4,167-87.6% | $5,983-91.4% |
| Admin fee / account holder | $7,385 | $10,135-27.1% | $6,797+8.7% | $11,250-34.4% |