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 | $26,060 | $69,977-62.8% | $108,582-76.0% | $62,881-58.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.70% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $2,090 | $2,135-2.1% | $3,758-44.4% | $2,281-8.4% |
| Participant deferral / active EE | $671 | $3,165-78.8% | $4,311-84.4% | $3,203-79.1% |
| Admin fee / account holder | $2,202 | $5,076-56.6% | $7,645-71.2% | $4,296-48.7% |