Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,097 | $167,362-97.6% | $143,799-97.2% | $134,532-97.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.14% | 0.47%-38.6pp | -0.04%-38.1pp | 418.27%-456.4pp |
| Employer contribution / active EE | $1,949 | $5,620-65.3% | $4,952-60.6% | $4,741-58.9% |
| Participant deferral / active EE | $1,949 | $6,447-69.8% | $5,638-65.4% | $6,401-69.6% |
| Admin fee / account holder | $334 | $18,094-98.2% | $14,677-97.7% | $11,429-97.1% |