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 | $15,976 | $125,184-87.2% | $105,607-84.9% | $145,884-89.0% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | -20.79% | 225.00%-245.8pp | 116.11%-136.9pp | 551.85%-572.6pp |
| Employer contribution / active EE | $1,262 | $3,720-66.1% | $3,167-60.1% | $4,662-72.9% |
| Participant deferral / active EE | $1,421 | $5,714-75.1% | $5,011-71.6% | $6,690-78.8% |
| Admin fee / account holder | $850 | $17,133-95.0% | $10,958-92.2% | $13,392-93.7% |