Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,311 | $105,210-88.3% | $159,487-92.3% | $85,851-85.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 3.94% | 45.08%-41.1pp | 263.71%-259.8pp | 318.63%-314.7pp |
| Employer contribution / active EE | $4,337 | $3,319+30.7% | $4,831-10.2% | $2,565+69.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $655 | $6,934-90.6% | $10,804-93.9% | $6,261-89.5% |