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 | $862 | $87,166-99.0% | $76,735-98.9% | $137,256-99.4% |
| Participation rate | 72.7% | 74.4%-1.6pp | 69.5%+3.2pp | 80.0%-7.2pp |
| Annual return | -58.19% | 26.50%-84.7pp | 29.77%-88.0pp | 220.34%-278.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $785 | $4,726-83.4% | $4,088-80.8% | $6,407-87.8% |
| Admin fee / account holder | $761 | $8,403-90.9% | $7,189-89.4% | $12,270-93.8% |