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 | $13,617 | $54,162-74.9% | $68,612-80.2% | $64,173-78.8% |
| Participation rate | 73.8% | 68.1%+5.8pp | 72.2%+1.6pp | 69.6%+4.2pp |
| Annual return | -8.00% | -1.62%-6.4pp | -4.63%-3.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $916 | $2,626-65.1% | $3,311-72.3% | $3,470-73.6% |
| Admin fee / account holder | $334 | $4,029-91.7% | $5,131-93.5% | $4,887-93.2% |