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 | $491 | $76,608-99.4% | $56,077-99.1% | $145,877-99.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 5.06% | 3009.59%-3004.5pp | 1709.28%-1704.2pp | 551.28%-546.2pp |
| Employer contribution / active EE | $138 | $1,382-90.0% | $1,040-86.7% | $4,663-97.0% |
| Participant deferral / active EE | $145 | $2,624-94.5% | $1,954-92.6% | $6,691-97.8% |
| Admin fee / account holder | $448 | $3,325-86.5% | $2,825-84.2% | $13,402-96.7% |