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 | $13,134 | $88,672-85.2% | $105,223-87.5% | $82,448-84.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.02% | 30.86%-25.8pp | 180.65%-175.6pp | 41.64%-36.6pp |
| Employer contribution / active EE | $2,099 | $3,048-31.1% | $3,689-43.1% | $2,551-17.7% |
| Participant deferral / active EE | $133 | $4,036-96.7% | $5,072-97.4% | $4,139-96.8% |
| Admin fee / account holder | $1,918 | $7,146-73.2% | $8,859-78.3% | $7,234-73.5% |