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 | $11,914 | $202,342-94.1% | $172,752-93.1% | $152,897-92.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -39.65% | 1029.83%-1069.5pp | 802.97%-842.6pp | 345.43%-385.1pp |
| Employer contribution / active EE | $1,313 | $5,858-77.6% | $5,144-74.5% | $4,764-72.4% |
| Participant deferral / active EE | $1,089 | $5,948-81.7% | $5,198-79.1% | $5,851-81.4% |
| Admin fee / account holder | $8,881 | $17,111-48.1% | $13,955-36.4% | $11,599-23.4% |