Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,540 | $99,994-80.5% | $146,647-86.7% | $85,851-77.2% |
| Participation rate | 96.4% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.1pp |
| Annual return | 0.08% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $2,679 | $2,559+4.7% | $4,137-35.3% | $2,565+4.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,319 | $7,703-82.9% | $10,281-87.2% | $6,261-78.9% |