Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,213 | $56,197-65.8% | $67,652-71.6% | $59,633-67.8% |
| Participation rate | 80.6% | 71.5%+9.1pp | 75.7%+4.9pp | 68.7%+11.9pp |
| Annual return | -3.00% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,652 | $1,615+2.3% | $2,266-27.1% | $2,203-25.0% |
| Participant deferral / active EE | $621 | $2,844-78.2% | $3,560-82.6% | $3,192-80.5% |
| Admin fee / account holder | $493 | $3,958-87.5% | $4,821-89.8% | $4,297-88.5% |