Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,501 | $181,896-82.7% | $156,551-79.9% | $273,972-88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.65% | 30.74%-35.4pp | 32.23%-36.9pp | 41.46%-46.1pp |
| Employer contribution / active EE | $2,347 | $6,248-62.4% | $5,501-57.3% | $4,869-51.8% |
| Participant deferral / active EE | $1,111 | $5,550-80.0% | $4,871-77.2% | $5,287-79.0% |
| Admin fee / account holder | $11,543 | $15,560-25.8% | $13,028-11.4% | $10,133+13.9% |