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 | $426 | $88,815-99.5% | $81,882-99.5% | $145,897-99.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | -116.28% | 1033.75%-1150.0pp | 779.47%-895.8pp | 552.29%-668.6pp |
| Employer contribution / active EE | $347 | $3,086-88.8% | $2,916-88.1% | $4,663-92.6% |
| Participant deferral / active EE | $118 | $4,647-97.5% | $4,323-97.3% | $6,689-98.2% |
| Admin fee / account holder | $308 | $8,434-96.4% | $7,360-95.8% | $13,390-97.7% |