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 | $7,377 | $91,167-91.9% | $178,498-95.9% | $79,858-90.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.31% | 24.19%-21.9pp | 151.09%-148.8pp | 31.72%-29.4pp |
| Employer contribution / active EE | $2,223 | $3,255-31.7% | $5,011-55.6% | $2,471-10.0% |
| Participant deferral / active EE | $530 | $3,236-83.6% | $5,202-89.8% | $3,740-85.8% |
| Admin fee / account holder | $380 | $6,747-94.4% | $13,985-97.3% | $5,306-92.8% |