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 | $6,289 | $57,352-89.0% | $83,830-92.5% | $64,173-90.2% |
| Participation rate | 95.2% | 68.6%+26.6pp | 76.1%+19.1pp | 69.6%+25.7pp |
| Annual return | -9.92% | 11.38%-21.3pp | 850.97%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $5,557 | $2,546+118.3% | $3,631+53.1% | $2,381+133.4% |
| Participant deferral / active EE | $829 | $2,993-72.3% | $4,082-79.7% | $3,470-76.1% |
| Admin fee / account holder | $1,392 | $4,046-65.6% | $5,479-74.6% | $4,887-71.5% |