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 | $22,174 | $89,367-75.2% | $141,191-84.3% | $72,975-69.6% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | -5.68% | 111.87%-117.5pp | 71.41%-77.1pp | 81.01%-86.7pp |
| Employer contribution / active EE | $1,264 | $3,115-59.4% | $4,736-73.3% | $2,440-48.2% |
| Participant deferral / active EE | $2,114 | $5,419-61.0% | $6,710-68.5% | $3,608-41.4% |
| Admin fee / account holder | $1,321 | $5,957-77.8% | $10,264-87.1% | $5,124-74.2% |