Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,948 | $85,766-93.1% | $136,298-95.6% | $70,126-91.5% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | -0.16% | 31.46%-31.6pp | 5156.27%-5156.4pp | 73.15%-73.3pp |
| Employer contribution / active EE | $2,277 | $2,966-23.2% | $4,696-51.5% | $2,343-2.8% |
| Participant deferral / active EE | $1,180 | $5,051-76.6% | $6,247-81.1% | $3,332-64.6% |
| Admin fee / account holder | $443 | $5,421-91.8% | $9,244-95.2% | $4,645-90.5% |