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 | $7,068 | $45,152-84.3% | $73,845-90.4% | $59,632-88.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -4.34% | 27.40%-31.7pp | 2267.91%-2272.3pp | 2041.32%-2045.7pp |
| Employer contribution / active EE | $221 | $1,902-88.4% | $2,788-92.1% | $2,203-90.0% |
| Participant deferral / active EE | $617 | $2,574-76.0% | $3,583-82.8% | $3,192-80.7% |
| Admin fee / account holder | $1,282 | $3,516-63.6% | $4,881-73.7% | $4,297-70.2% |