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 | $15,867 | $60,349-73.7% | $74,184-78.6% | $62,881-74.8% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | -7.15% | 21.38%-28.5pp | 17.74%-24.9pp | 20.14%-27.3pp |
| Employer contribution / active EE | $861 | $1,680-48.8% | $2,370-63.7% | $2,281-62.3% |
| Participant deferral / active EE | $463 | $2,856-83.8% | $3,550-87.0% | $3,203-85.6% |
| Admin fee / account holder | $907 | $4,261-78.7% | $5,586-83.8% | $4,296-78.9% |