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 | $7,807 | $138,072-94.3% | $123,549-93.7% | $135,382-94.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.54% | 153.69%-163.2pp | 119.20%-128.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,488 | $5,152-71.1% | $4,628-67.8% | $4,779-68.9% |
| Participant deferral / active EE | $1,534 | $6,799-77.4% | $6,426-76.1% | $5,609-72.6% |
| Admin fee / account holder | $1,108 | $10,917-89.8% | $9,284-88.1% | $10,829-89.8% |