Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,351 | $111,830-96.1% | $93,696-95.4% | $145,884-97.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1.89% | 204.08%-202.2pp | 133.74%-131.9pp | 551.85%-550.0pp |
| Employer contribution / active EE | $737 | $3,093-76.2% | $2,422-69.6% | $4,662-84.2% |
| Participant deferral / active EE | $1,106 | $4,920-77.5% | $4,417-75.0% | $6,690-83.5% |
| Admin fee / account holder | $730 | $10,249-92.9% | $8,287-91.2% | $13,392-94.5% |