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 | $14,435 | $99,032-85.4% | $80,022-82.0% | $135,380-89.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.83% | 15.39%-27.2pp | 11.22%-23.1pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,242 | $3,043-59.2% | $2,468-49.7% | $4,779-74.0% |
| Participant deferral / active EE | $1,148 | $4,282-73.2% | $3,686-68.8% | $5,609-79.5% |
| Admin fee / account holder | $2,672 | $10,436-74.4% | $6,521-59.0% | $10,828-75.3% |