Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,361 | $185,312-98.2% | $161,489-97.9% | $154,746-97.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | -11.70% | 103.84%-115.5pp | 89.72%-101.4pp | 172.34%-184.0pp |
| Employer contribution / active EE | $986 | $4,769-79.3% | $4,268-76.9% | $4,379-77.5% |
| Participant deferral / active EE | $1,142 | $6,350-82.0% | $5,630-79.7% | $6,730-83.0% |
| Admin fee / account holder | $1,995 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |