Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,964 | $107,944-96.3% | $91,994-95.7% | $152,885-97.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 6.71% | 89.26%-82.5pp | 69.03%-62.3pp | 345.39%-338.7pp |
| Employer contribution / active EE | $3,199 | $4,210-24.0% | $3,452-7.3% | $4,763-32.8% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $668 | $10,521-93.7% | $7,743-91.4% | $11,598-94.2% |