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 | $4,472 | $63,082-92.9% | $81,726-94.5% | $79,856-94.4% |
| Participation rate | 86.5% | 67.5%+19.0pp | 72.0%+14.5pp | 69.6%+16.8pp |
| Annual return | -17.48% | 22.66%-40.1pp | 29.49%-47.0pp | 31.71%-49.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $432 | $2,780-84.5% | $7,108-93.9% | $3,741-88.5% |
| Admin fee / account holder | $3,798 | $4,428-14.2% | $5,160-26.4% | $5,306-28.4% |