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 | $16,901 | $51,708-67.3% | $106,619-84.1% | $62,881-73.1% |
| Participation rate | 86.9% | 66.9%+20.0pp | 78.0%+8.9pp | 69.3%+17.6pp |
| Annual return | -0.06% | 4.69%-4.8pp | 9.42%-9.5pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,687 | $1,764-4.3% | $3,947-57.3% | $2,281-26.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $408 | $3,349-87.8% | $6,418-93.6% | $4,296-90.5% |