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 | $15,608 | $112,121-86.1% | $95,960-83.7% | $158,966-90.2% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | -7.44% | 171.16%-178.6pp | 91.63%-99.1pp | 302.95%-310.4pp |
| Employer contribution / active EE | $1,195 | $3,199-62.6% | $2,541-53.0% | $4,762-74.9% |
| Participant deferral / active EE | $1,496 | $4,784-68.7% | $4,167-64.1% | $5,983-75.0% |
| Admin fee / account holder | $28,700 | $10,135+183.2% | $6,797+322.2% | $11,250+155.1% |