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 | $16,262 | $56,894-71.4% | $84,753-80.8% | $62,881-74.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -5.60% | 6.30%-11.9pp | 22.78%-28.4pp | 20.14%-25.7pp |
| Employer contribution / active EE | $3,484 | $2,400+45.2% | $3,574-2.5% | $2,281+52.7% |
| Participant deferral / active EE | $362 | $2,709-86.6% | $3,712-90.2% | $3,203-88.7% |
| Admin fee / account holder | $3,211 | $3,581-10.3% | $5,333-39.8% | $4,296-25.3% |