Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,697 | $57,350-72.6% | $83,850-81.3% | $64,181-75.5% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | -8.80% | 11.38%-20.2pp | 850.92%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,387 | $2,545-6.2% | $3,631-34.3% | $2,381+0.3% |
| Participant deferral / active EE | $494 | $2,993-83.5% | $4,082-87.9% | $3,470-85.8% |
| Admin fee / account holder | $426 | $4,046-89.5% | $5,478-92.2% | $4,887-91.3% |