Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,016 | $109,411-95.4% | $89,435-94.4% | $158,982-96.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.39% | 345.68%-345.3pp | 245.55%-245.2pp | 302.99%-302.6pp |
| Employer contribution / active EE | $2,159 | $3,173-32.0% | $2,587-16.5% | $4,763-54.7% |
| Participant deferral / active EE | $437 | $4,600-90.5% | $3,890-88.8% | $5,983-92.7% |
| Admin fee / account holder | $525 | $6,159-91.5% | $4,884-89.2% | $11,252-95.3% |