Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,687 | $69,977-84.7% | $108,582-90.2% | $62,881-83.0% |
| Participation rate | 88.9% | 72.9%+16.0pp | 79.6%+9.3pp | 69.3%+19.6pp |
| Annual return | -49.81% | 10.73%-60.5pp | -51.70%+1.9pp | 20.14%-70.0pp |
| Employer contribution / active EE | $1,501 | $2,135-29.7% | $3,758-60.1% | $2,281-34.2% |
| Participant deferral / active EE | $404 | $3,165-87.2% | $4,311-90.6% | $3,203-87.4% |
| Admin fee / account holder | $463 | $5,076-90.9% | $7,645-93.9% | $4,296-89.2% |