Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,231 | $94,031-90.2% | $115,768-92.0% | $82,448-88.8% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.4%+23.9pp | 68.1%+30.2pp |
| Annual return | -112.38% | 20.61%-133.0pp | 100.46%-212.8pp | 41.64%-154.0pp |
| Employer contribution / active EE | $12,954 | $2,323+457.6% | $2,940+340.7% | $2,551+407.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,862 | $10,249-62.3% | $12,439-69.0% | $7,234-46.6% |