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 | $14,855 | $82,028-81.9% | $123,105-87.9% | $59,633-75.1% |
| Participation rate | 75.5% | 83.2%-7.7pp | 86.8%-11.3pp | 68.7%+6.8pp |
| Annual return | -2.62% | 5.12%-7.7pp | 13.22%-15.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,166 | $3,297-64.6% | $5,151-77.4% | $2,203-47.1% |
| Participant deferral / active EE | $1,864 | $4,667-60.1% | $6,229-70.1% | $3,192-41.6% |
| Admin fee / account holder | $1,690 | $5,879-71.2% | $9,014-81.2% | $4,297-60.7% |