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 | $12,983 | $138,078-90.6% | $125,363-89.6% | $134,509-90.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -21.11% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,333 | $5,245-55.5% | $4,815-51.5% | $4,741-50.8% |
| Participant deferral / active EE | $1,598 | $7,800-79.5% | $7,447-78.5% | $6,400-75.0% |
| Admin fee / account holder | $2,539 | $11,566-78.0% | $10,005-74.6% | $11,427-77.8% |