Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,240 | $115,810-86.8% | $101,271-85.0% | $158,966-90.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -13.30% | 56.15%-69.4pp | 46.48%-59.8pp | 302.95%-316.2pp |
| Employer contribution / active EE | $990 | $4,175-76.3% | $3,660-73.0% | $4,762-79.2% |
| Participant deferral / active EE | $726 | $4,958-85.4% | $4,371-83.4% | $5,983-87.9% |
| Admin fee / account holder | $3,993 | $7,248-44.9% | $5,948-32.9% | $11,250-64.5% |