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 | $7,534 | $167,504-95.5% | $151,628-95.0% | $134,509-94.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.81% | 7.81%-34.6pp | 3.34%-30.1pp | 418.13%-444.9pp |
| Employer contribution / active EE | $2,296 | $6,828-66.4% | $6,165-62.8% | $4,741-51.6% |
| Participant deferral / active EE | $2,672 | $8,985-70.3% | $8,363-68.1% | $6,400-58.3% |
| Admin fee / account holder | $1,056 | $13,779-92.3% | $11,613-90.9% | $11,427-90.8% |