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 | $21,652 | $150,442-85.6% | $136,295-84.1% | $147,585-85.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.46% | 1049.09%-1040.6pp | 5155.97%-5147.5pp | 578.56%-570.1pp |
| Employer contribution / active EE | $3,646 | $5,256-30.6% | $4,695-22.3% | $4,876-25.2% |
| Participant deferral / active EE | $85 | $6,630-98.7% | $6,247-98.6% | $5,439-98.4% |
| Admin fee / account holder | $468 | $10,905-95.7% | $9,243-94.9% | $10,885-95.7% |