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 | $11,566 | $79,169-85.4% | $100,415-88.5% | $74,478-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | -47.11% | 20.51%-67.6pp | 49.47%-96.6pp | 1370.56%-1417.7pp |
| Employer contribution / active EE | $1,074 | $3,017-64.4% | $3,943-72.8% | $2,626-59.1% |
| Participant deferral / active EE | $1,852 | $7,751-76.1% | $8,091-77.1% | $4,350-57.4% |
| Admin fee / account holder | $582 | $1,337-56.5% | $7,906-92.6% | $1,946-70.1% |