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 | $19,433 | $217,432-91.1% | $185,849-89.5% | $167,536-88.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.15% | 148.42%-145.3pp | 122.10%-118.9pp | 478.82%-475.7pp |
| Employer contribution / active EE | $1,250 | $5,875-78.7% | $5,169-75.8% | $4,839-74.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $391 | $19,818-98.0% | $16,244-97.6% | $12,315-96.8% |