Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $912 | $86,050-98.9% | $189,758-99.5% | $94,015-99.0% |
| Participation rate | 76.9% | 68.9%+8.0pp | 79.8%-2.9pp | 70.8%+6.1pp |
| Annual return | 1.25% | 17.77%-16.5pp | 52.62%-51.4pp | 17.84%-16.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $529 | $3,349-84.2% | $5,856-91.0% | $4,249-87.6% |
| Admin fee / account holder | $3,327 | $6,627-49.8% | $20,388-83.7% | $8,951-62.8% |