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 | $6,382 | $45,152-85.9% | $73,836-91.4% | $59,633-89.3% |
| Participation rate | 74.0% | 64.0%+10.0pp | 73.4%+0.6pp | 68.7%+5.3pp |
| Annual return | -2.93% | 27.40%-30.3pp | 2268.06%-2271.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $180 | $1,901-90.5% | $2,787-93.5% | $2,203-91.8% |
| Participant deferral / active EE | $506 | $2,573-80.3% | $3,583-85.9% | $3,192-84.2% |
| Admin fee / account holder | $1,334 | $3,515-62.0% | $4,882-72.7% | $4,297-68.9% |