Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $695 | $76,634-99.1% | $56,054-98.8% | $145,978-99.5% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | -5.98% | 3004.33%-3010.3pp | 1705.95%-1711.9pp | 550.52%-556.5pp |
| Employer contribution / active EE | $36 | $1,380-97.4% | $1,039-96.5% | $4,662-99.2% |
| Participant deferral / active EE | $36 | $2,622-98.6% | $1,952-98.1% | $6,690-99.5% |
| Admin fee / account holder | $1,580 | $3,321-52.4% | $2,822-44.0% | $13,400-88.2% |