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 | $6,590 | $138,075-95.2% | $123,552-94.7% | $135,379-95.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.62% | 153.70%-165.3pp | 119.20%-130.8pp | 519.79%-531.4pp |
| Employer contribution / active EE | $1,039 | $5,152-79.8% | $4,628-77.6% | $4,779-78.3% |
| Participant deferral / active EE | $1,638 | $6,800-75.9% | $6,426-74.5% | $5,609-70.8% |
| Admin fee / account holder | $350 | $10,917-96.8% | $9,285-96.2% | $10,828-96.8% |