Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,270 | $97,125-97.7% | $86,233-97.4% | $137,256-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -3.44% | 74.19%-77.6pp | 61.39%-64.8pp | 220.34%-223.8pp |
| Employer contribution / active EE | $866 | $2,841-69.5% | $2,504-65.4% | $4,156-79.2% |
| Participant deferral / active EE | $75 | $5,180-98.6% | $4,559-98.4% | $6,407-98.8% |
| Admin fee / account holder | $23,341 | $9,725+140.0% | $8,342+179.8% | $12,270+90.2% |