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 | $12,271 | $138,075-91.1% | $123,552-90.1% | $135,379-90.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.76% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $3,631 | $5,152-29.5% | $4,628-21.5% | $4,779-24.0% |
| Participant deferral / active EE | $662 | $6,800-90.3% | $6,426-89.7% | $5,609-88.2% |
| Admin fee / account holder | $2,777 | $10,917-74.6% | $9,285-70.1% | $10,828-74.4% |