Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,515 | $106,524-89.2% | $152,301-92.4% | $87,485-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | -91.88% | 26.89%-118.8pp | 80.50%-172.4pp | 26.06%-117.9pp |
| Employer contribution / active EE | $10,323 | $3,371+206.2% | $4,624+123.2% | $2,596+297.6% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,754 | $8,287-66.8% | $14,398-80.9% | $7,775-64.6% |