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 | $16,950 | $118,680-85.7% | $98,910-82.9% | $158,931-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -5.22% | 372.35%-377.6pp | 196.44%-201.7pp | 302.86%-308.1pp |
| Employer contribution / active EE | $2,632 | $3,333-21.0% | $2,689-2.1% | $4,761-44.7% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $19,207 | $10,131+89.6% | $6,642+189.2% | $11,247+70.8% |