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 | $11,614 | $57,352-79.8% | $83,830-86.1% | $64,173-81.9% |
| Participation rate | 86.1% | 68.6%+17.5pp | 76.1%+10.0pp | 69.6%+16.5pp |
| Annual return | -12.82% | 11.38%-24.2pp | 850.97%-863.8pp | 7.63%-20.5pp |
| Employer contribution / active EE | $9,206 | $2,546+261.7% | $3,631+153.5% | $2,381+286.7% |
| Participant deferral / active EE | $722 | $2,993-75.9% | $4,082-82.3% | $3,470-79.2% |
| Admin fee / account holder | $2,960 | $4,046-26.8% | $5,479-46.0% | $4,887-39.4% |