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 | $20,230 | $157,296-87.1% | $141,191-85.7% | $152,897-86.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | -10.19% | 64.34%-74.5pp | 71.41%-81.6pp | 345.43%-355.6pp |
| Employer contribution / active EE | $2,001 | $5,262-62.0% | $4,736-57.7% | $4,764-58.0% |
| Participant deferral / active EE | $1,097 | $7,111-84.6% | $6,710-83.7% | $5,851-81.3% |
| Admin fee / account holder | $34,174 | $12,125+181.9% | $10,264+232.9% | $11,599+194.6% |