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 | $11,859 | $52,678-77.5% | $75,784-84.4% | $59,633-80.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -7.03% | 2.95%-10.0pp | 9.68%-16.7pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $1,743 | $2,193-20.6% | $3,323-47.6% | $2,203-20.9% |
| Participant deferral / active EE | $232 | $2,591-91.1% | $3,652-93.7% | $3,192-92.7% |
| Admin fee / account holder | $1,580 | $3,610-56.2% | $5,300-70.2% | $4,297-63.2% |