Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,055 | $112,131-84.8% | $95,964-82.2% | $158,982-89.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | -77.81% | 171.19%-249.0pp | 91.64%-169.5pp | 302.99%-380.8pp |
| Employer contribution / active EE | $1,151 | $3,199-64.0% | $2,541-54.7% | $4,763-75.8% |
| Participant deferral / active EE | $1,143 | $4,784-76.1% | $4,167-72.6% | $5,983-80.9% |
| Admin fee / account holder | $427 | $10,136-95.8% | $6,797-93.7% | $11,252-96.2% |