Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,691 | $153,769-97.6% | $133,975-97.2% | $273,972-98.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.96% | 36.51%-39.5pp | 29.29%-32.3pp | 41.46%-44.4pp |
| Employer contribution / active EE | $1,578 | $6,029-73.8% | $5,211-69.7% | $4,869-67.6% |
| Participant deferral / active EE | $2,300 | $6,958-66.9% | $6,282-63.4% | $5,287-56.5% |
| Admin fee / account holder | $1,774 | $11,765-84.9% | $9,324-81.0% | $10,133-82.5% |