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 | $912 | $78,690-98.8% | $161,489-99.4% | $87,485-99.0% |
| Participation rate | 76.9% | 67.5%+9.5pp | 78.7%-1.8pp | 68.9%+8.0pp |
| Annual return | 1.25% | 32.74%-31.5pp | 89.72%-88.5pp | 26.06%-24.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $529 | $3,311-84.0% | $5,630-90.6% | $4,274-87.6% |
| Admin fee / account holder | $3,327 | $6,724-50.5% | $16,006-79.2% | $7,775-57.2% |