Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,436 | $106,551-98.7% | $91,225-98.4% | $134,532-98.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -31.21% | 160.78%-192.0pp | 114.12%-145.3pp | 418.27%-449.5pp |
| Employer contribution / active EE | $365 | $3,331-89.0% | $2,851-87.2% | $4,741-92.3% |
| Participant deferral / active EE | $633 | $4,718-86.6% | $4,233-85.0% | $6,401-90.1% |
| Admin fee / account holder | $355 | $6,234-94.3% | $5,422-93.5% | $11,429-96.9% |