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 | $17,563 | $82,674-78.8% | $125,358-86.0% | $68,498-74.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.79% | -5.97%-13.8pp | 572.03%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $969 | $3,381-71.3% | $4,814-79.9% | $2,596-62.7% |
| Participant deferral / active EE | $1,380 | $6,111-77.4% | $7,447-81.5% | $4,027-65.7% |
| Admin fee / account holder | $2,710 | $6,276-56.8% | $10,007-72.9% | $5,403-49.8% |