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 | $3,220 | $52,519-93.9% | $155,789-97.9% | $59,633-94.6% |
| Participation rate | 89.2% | 61.7%+27.5pp | 76.1%+13.1pp | 68.7%+20.5pp |
| Annual return | -4.09% | 53.51%-57.6pp | 71.54%-75.6pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $378 | $3,084-87.7% | $4,798-92.1% | $3,192-88.1% |
| Admin fee / account holder | $408 | $3,540-88.5% | $7,477-94.5% | $4,297-90.5% |