Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,053 | $135,956-84.5% | $123,894-83.0% | $273,972-92.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.01% | 56.63%-59.6pp | 47.52%-50.5pp | 41.46%-44.5pp |
| Employer contribution / active EE | $1,710 | $5,170-66.9% | $4,617-63.0% | $4,869-64.9% |
| Participant deferral / active EE | $1,153 | $6,343-81.8% | $5,984-80.7% | $5,287-78.2% |
| Admin fee / account holder | $2,783 | $9,817-71.7% | $8,357-66.7% | $10,133-72.5% |