Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $471 | $152,597-99.7% | $117,533-99.6% | $134,532-99.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -117.66% | 53.04%-170.7pp | 29.77%-147.4pp | 418.27%-535.9pp |
| Employer contribution / active EE | $747 | $5,576-86.6% | $4,179-82.1% | $4,741-84.2% |
| Participant deferral / active EE | $231 | $4,821-95.2% | $4,072-94.3% | $6,401-96.4% |
| Admin fee / account holder | $667 | $7,007-90.5% | $5,647-88.2% | $11,429-94.2% |