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 | $1,124 | $174,379-99.4% | $152,093-99.3% | $138,895-99.2% |
| Participation rate | 76.5% | 81.6%-5.2pp | 77.8%-1.3pp | 79.9%-3.4pp |
| Annual return | -5.52% | 74.86%-80.4pp | 66.36%-71.9pp | 145.39%-150.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $230 | $6,159-96.3% | $5,451-95.8% | $6,396-96.4% |
| Admin fee / account holder | $731 | $16,880-95.7% | $14,497-95.0% | $12,562-94.2% |