Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,251 | $211,946-95.6% | $169,452-94.5% | $135,379-93.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -19.69% | 3.26%-23.0pp | 1.83%-21.5pp | 519.79%-539.5pp |
| Employer contribution / active EE | $513 | $5,117-90.0% | $4,157-87.7% | $4,779-89.3% |
| Participant deferral / active EE | $694 | $6,075-88.6% | $5,277-86.8% | $5,609-87.6% |
| Admin fee / account holder | $882 | $11,472-92.3% | $9,110-90.3% | $10,828-91.9% |