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 | $9,777 | $111,814-91.3% | $103,378-90.5% | $145,978-93.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | -22.33% | 24.80%-47.1pp | 24.91%-47.2pp | 550.52%-572.8pp |
| Employer contribution / active EE | $1,534 | $4,215-63.6% | $3,870-60.4% | $4,662-67.1% |
| Participant deferral / active EE | $627 | $5,618-88.8% | $5,058-87.6% | $6,690-90.6% |
| Admin fee / account holder | $2,904 | $9,764-70.3% | $8,401-65.4% | $13,400-78.3% |