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 | $3,639 | $81,208-95.5% | $98,920-96.3% | $79,856-95.4% |
| Participation rate | 92.3% | 72.5%+19.8pp | 76.0%+16.3pp | 69.6%+22.7pp |
| Annual return | 1.34% | 60.99%-59.7pp | 196.47%-195.1pp | 31.71%-30.4pp |
| Employer contribution / active EE | $1,153 | $1,960-41.2% | $2,689-57.1% | $2,471-53.3% |
| Participant deferral / active EE | $399 | $3,265-87.8% | $4,245-90.6% | $3,741-89.3% |
| Admin fee / account holder | $1,955 | $6,013-67.5% | $6,643-70.6% | $5,306-63.2% |