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 | $10,907 | $168,636-93.5% | $147,617-92.6% | $125,393-91.3% |
| Participation rate | 95.8% | 88.8%+7.1pp | 84.6%+11.2pp | 83.2%+12.6pp |
| Annual return | -5.60% | 77.65%-83.3pp | 61.98%-67.6pp | 282.23%-287.8pp |
| Employer contribution / active EE | $3,758 | $6,252-39.9% | $5,565-32.5% | $4,866-22.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,502 | $13,580-81.6% | $11,611-78.5% | $9,541-73.8% |