Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,932 | $110,083-85.5% | $151,628-89.5% | $68,495-76.7% |
| Participation rate | 71.1% | 84.0%-12.9pp | 87.5%-16.4pp | 67.9%+3.2pp |
| Annual return | -21.96% | -10.12%-11.8pp | 3.34%-25.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,793 | $4,470-59.9% | $6,165-70.9% | $2,596-30.9% |
| Participant deferral / active EE | $2,908 | $6,526-55.4% | $8,363-65.2% | $4,028-27.8% |
| Admin fee / account holder | $482 | $7,718-93.8% | $11,613-95.9% | $5,403-91.1% |