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 | $3,608 | $100,911-96.4% | $90,440-96.0% | $158,966-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.21% | 1726.62%-1725.4pp | 1294.38%-1293.2pp | 302.95%-301.7pp |
| Employer contribution / active EE | $540 | $3,690-85.4% | $3,263-83.5% | $4,762-88.7% |
| Participant deferral / active EE | $719 | $4,348-83.5% | $3,964-81.8% | $5,983-88.0% |
| Admin fee / account holder | $5,357 | $6,507-17.7% | $5,615-4.6% | $11,250-52.4% |