Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,213 | $92,766-97.6% | $82,763-97.3% | $134,545-98.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -41.29% | 946.97%-988.3pp | 702.45%-743.7pp | 418.37%-459.7pp |
| Employer contribution / active EE | $545 | $3,273-83.4% | $3,008-81.9% | $4,742-88.5% |
| Participant deferral / active EE | $810 | $4,802-83.1% | $4,395-81.6% | $6,401-87.4% |
| Admin fee / account holder | $348 | $5,978-94.2% | $5,325-93.5% | $11,431-97.0% |