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 | $12,842 | $62,881-79.6% | $12,8420% | $62,881-79.6% |
| Participation rate | 100.0% | 69.3%+30.7pp | 100.0%0pp | 69.3%+30.7pp |
| Annual return | 0.69% | 20.14%-19.5pp | 0.69%0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $404 | $2,281-82.3% | $4040% | $2,281-82.3% |
| Participant deferral / active EE | $838 | $3,203-73.8% | $8380% | $3,203-73.8% |
| Admin fee / account holder | $1,115 | $4,296-74.0% | $1,1150% | $4,296-74.0% |