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 | $11,005 | $75,962-85.5% | $154,108-92.9% | $64,173-82.9% |
| Participation rate | 81.0% | 70.4%+10.5pp | 83.0%-2.1pp | 69.6%+11.4pp |
| Annual return | -10.33% | 30.32%-40.6pp | 735.21%-745.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $910 | $3,350-72.8% | $5,298-82.8% | $2,381-61.8% |
| Participant deferral / active EE | $759 | $3,175-76.1% | $5,081-85.1% | $3,470-78.1% |
| Admin fee / account holder | $787 | $5,589-85.9% | $13,411-94.1% | $4,887-83.9% |