Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,959 | $77,157-88.4% | $108,405-91.7% | $85,851-89.6% |
| Participation rate | 88.5% | 74.7%+13.8pp | 80.1%+8.3pp | 69.3%+19.1pp |
| Annual return | 12.04% | 44.55%-32.5pp | 905.55%-893.5pp | 318.63%-306.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $587 | $5,567-89.5% | $6,563-91.1% | $3,952-85.2% |
| Admin fee / account holder | $306 | $5,174-94.1% | $7,297-95.8% | $6,261-95.1% |