Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,168 | $112,131-89.1% | $95,964-87.3% | $158,982-92.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.20% | 171.19%-166.0pp | 91.64%-86.4pp | 302.99%-297.8pp |
| Employer contribution / active EE | $3,071 | $3,199-4.0% | $2,541+20.9% | $4,763-35.5% |
| Participant deferral / active EE | $1,172 | $4,784-75.5% | $4,167-71.9% | $5,983-80.4% |
| Admin fee / account holder | $1,940 | $10,136-80.9% | $6,797-71.5% | $11,252-82.8% |