Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,253 | $82,288-97.3% | $68,794-96.7% | $134,509-98.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -51.31% | -2.19%-49.1pp | -6.37%-44.9pp | 418.13%-469.4pp |
| Employer contribution / active EE | $637 | $3,301-80.7% | $2,656-76.0% | $4,741-86.6% |
| Participant deferral / active EE | $1,022 | $4,738-78.4% | $3,941-74.1% | $6,400-84.0% |
| Admin fee / account holder | $752 | $6,482-88.4% | $4,934-84.8% | $11,427-93.4% |