Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,248 | $168,636-97.5% | $147,618-97.1% | $125,388-96.6% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -28.24% | 77.65%-105.9pp | 61.98%-90.2pp | 282.24%-310.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,406 | $5,507-74.5% | $4,895-71.3% | $5,352-73.7% |
| Admin fee / account holder | $1,149 | $13,580-91.5% | $11,612-90.1% | $9,541-88.0% |