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 | $27,379 | $94,529-71.0% | $140,019-80.4% | $64,173-57.3% |
| Participation rate | 93.5% | 84.1%+9.4pp | 87.5%+6.0pp | 69.6%+23.9pp |
| Annual return | -8.50% | 7.77%-16.3pp | 651.17%-659.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,432 | $3,812-62.4% | $5,605-74.5% | $2,381-39.9% |
| Participant deferral / active EE | $1,507 | $5,250-71.3% | $6,927-78.2% | $3,470-56.6% |
| Admin fee / account holder | $1,020 | $6,741-84.9% | $10,705-90.5% | $4,887-79.1% |