Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,986 | $105,866-90.6% | $90,766-89.0% | $134,545-92.6% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -24.02% | -10.99%-13.0pp | -12.16%-11.9pp | 418.37%-442.4pp |
| Employer contribution / active EE | $2,103 | $3,464-39.3% | $2,922-28.0% | $4,742-55.7% |
| Participant deferral / active EE | $757 | $5,217-85.5% | $4,565-83.4% | $6,401-88.2% |
| Admin fee / account holder | $984 | $13,938-92.9% | $8,446-88.3% | $11,431-91.4% |