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 | $7,483 | $54,763-86.3% | $90,324-91.7% | $72,976-89.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 12.52% | 30.63%-18.1pp | 78.15%-65.6pp | 81.02%-68.5pp |
| Employer contribution / active EE | $258 | $2,093-87.7% | $2,856-91.0% | $2,440-89.4% |
| Participant deferral / active EE | $432 | $2,887-85.0% | $3,885-88.9% | $3,608-88.0% |
| Admin fee / account holder | $936 | $3,973-76.4% | $5,356-82.5% | $5,124-81.7% |