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 | $16,496 | $56,197-70.6% | $67,652-75.6% | $59,633-72.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.50% | 18508.10%-18512.6pp | 6625.40%-6629.9pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $353 | $1,615-78.1% | $2,266-84.4% | $2,203-84.0% |
| Participant deferral / active EE | $673 | $2,844-76.3% | $3,560-81.1% | $3,192-78.9% |
| Admin fee / account holder | $972 | $3,958-75.4% | $4,821-79.8% | $4,297-77.4% |