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 | $12,044 | $77,817-84.5% | $123,553-90.3% | $64,173-81.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -30.53% | 12.49%-43.0pp | 119.21%-149.7pp | 7.63%-38.2pp |
| Employer contribution / active EE | $1,058 | $3,014-64.9% | $4,628-77.1% | $2,381-55.6% |
| Participant deferral / active EE | $1,293 | $5,240-75.3% | $6,426-79.9% | $3,470-62.7% |
| Admin fee / account holder | $3,362 | $5,519-39.1% | $9,284-63.8% | $4,887-31.2% |