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 | $17,102 | $180,462-90.5% | $154,111-88.9% | $135,379-87.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -11.47% | 888.17%-899.6pp | 735.18%-746.7pp | 519.79%-531.3pp |
| Employer contribution / active EE | $1,675 | $6,036-72.2% | $5,298-68.4% | $4,779-65.0% |
| Participant deferral / active EE | $1,535 | $5,806-73.6% | $5,081-69.8% | $5,609-72.6% |
| Admin fee / account holder | $2,207 | $16,145-86.3% | $13,411-83.5% | $10,828-79.6% |