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 | $6,424 | $180,462-96.4% | $154,111-95.8% | $135,379-95.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -54.37% | 888.17%-942.5pp | 735.18%-789.6pp | 519.79%-574.2pp |
| Employer contribution / active EE | $3,616 | $6,036-40.1% | $5,298-31.8% | $4,779-24.3% |
| Participant deferral / active EE | $432 | $5,806-92.6% | $5,081-91.5% | $5,609-92.3% |
| Admin fee / account holder | $354 | $16,145-97.8% | $13,411-97.4% | $10,828-96.7% |