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 | $14,368 | $48,274-70.2% | $63,244-77.3% | $59,633-75.9% |
| Participation rate | 97.0% | 66.3%+30.7pp | 71.0%+26.0pp | 68.7%+28.3pp |
| Annual return | -3.55% | -240.79%+237.2pp | -70.31%+66.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,237 | $1,586+41.0% | $2,322-3.7% | $2,203+1.6% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,134 | $3,600-40.7% | $5,893-63.8% | $4,297-50.3% |