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 | $12,308 | $56,894-78.4% | $84,753-85.5% | $62,881-80.4% |
| Participation rate | 72.4% | 68.5%+3.9pp | 76.6%-4.2pp | 69.3%+3.1pp |
| Annual return | -4.93% | 6.30%-11.2pp | 22.78%-27.7pp | 20.14%-25.1pp |
| Employer contribution / active EE | $796 | $2,400-66.8% | $3,574-77.7% | $2,281-65.1% |
| Participant deferral / active EE | $238 | $2,709-91.2% | $3,712-93.6% | $3,203-92.6% |
| Admin fee / account holder | $1,200 | $3,581-66.5% | $5,333-77.5% | $4,296-72.1% |