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 | $13,345 | $52,911-74.8% | $73,309-81.8% | $59,633-77.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -4.09% | 12.20%-16.3pp | 5.67%-9.8pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $1,039 | $1,909-45.6% | $3,237-67.9% | $2,203-52.8% |
| Participant deferral / active EE | $1,316 | $4,069-67.7% | $4,991-73.6% | $3,192-58.8% |
| Admin fee / account holder | $832 | $3,835-78.3% | $5,635-85.2% | $4,297-80.6% |