Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $547 | $109,967-99.5% | $97,197-99.4% | $145,877-99.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | -1.91% | 244.27%-246.2pp | 75.47%-77.4pp | 551.28%-553.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $448 | $4,676-90.4% | $4,263-89.5% | $6,691-93.3% |
| Admin fee / account holder | $610 | $6,199-90.2% | $5,637-89.2% | $13,402-95.5% |