Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,063 | $223,823-88.8% | $211,142-88.1% | $154,746-83.8% |
| Participation rate | 70.6% | 87.9%-17.3pp | 87.3%-16.7pp | 80.7%-10.1pp |
| Annual return | -5.92% | 50.39%-56.3pp | 46.84%-52.8pp | 172.34%-178.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $675 | $9,750-93.1% | $9,284-92.7% | $6,730-90.0% |
| Admin fee / account holder | $13,040 | $19,707-33.8% | $19,076-31.6% | $14,365-9.2% |