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 | $17,121 | $76,371-77.6% | $93,621-81.7% | $72,976-76.5% |
| Participation rate | 97.9% | 71.8%+26.2pp | 75.8%+22.1pp | 69.5%+28.4pp |
| Annual return | -15.43% | 25.82%-41.2pp | 32.76%-48.2pp | 81.02%-96.4pp |
| Employer contribution / active EE | $1,875 | $2,276-17.6% | $2,719-31.0% | $2,440-23.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $925 | $6,839-86.5% | $7,890-88.3% | $5,124-81.9% |