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 | $3,683 | $190,916-98.1% | $160,037-97.7% | $134,545-97.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.07% | 552.79%-574.9pp | 408.95%-431.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,200 | $4,996-76.0% | $4,226-71.6% | $4,742-74.7% |
| Participant deferral / active EE | $603 | $6,925-91.3% | $6,184-90.2% | $6,401-90.6% |
| Admin fee / account holder | $1,043 | $10,497-90.1% | $8,716-88.0% | $11,431-90.9% |