Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,208 | $65,041-79.7% | $90,965-85.5% | $79,858-83.5% |
| Participation rate | 82.6% | 61.6%+21.0pp | 69.0%+13.6pp | 69.6%+13.0pp |
| Annual return | 0.74% | 30.45%-29.7pp | 134.57%-133.8pp | 31.72%-31.0pp |
| Employer contribution / active EE | $2,446 | $1,247+96.1% | $2,122+15.2% | $2,471-1.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $863 | $4,536-81.0% | $5,960-85.5% | $5,306-83.7% |