Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,678 | $183,516-98.5% | $155,534-98.3% | $145,884-98.2% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | -5.77% | 61.43%-67.2pp | 64.92%-70.7pp | 551.85%-557.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $361 | $6,467-94.4% | $5,630-93.6% | $6,690-94.6% |
| Admin fee / account holder | $1,245 | $19,293-93.5% | $15,900-92.2% | $13,392-90.7% |