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 | $9,457 | $105,623-91.0% | $87,502-89.2% | $273,972-96.5% |
| Participation rate | 70.0% | 78.2%-8.2pp | 73.8%-3.8pp | 83.0%-13.0pp |
| Annual return | -34.19% | 12.26%-46.4pp | 12.21%-46.4pp | 41.46%-75.6pp |
| Employer contribution / active EE | $161 | $3,141-94.9% | $2,550-93.7% | $4,869-96.7% |
| Participant deferral / active EE | $271 | $3,601-92.5% | $3,149-91.4% | $5,287-94.9% |
| Admin fee / account holder | $5,167 | $4,781+8.1% | $4,221+22.4% | $10,133-49.0% |