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 | $2,039 | $100,073-98.0% | $85,126-97.6% | $145,877-98.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.02% | 84.11%-77.1pp | 66.63%-59.6pp | 551.28%-544.3pp |
| Employer contribution / active EE | $550 | $3,236-83.0% | $2,731-79.9% | $4,663-88.2% |
| Participant deferral / active EE | $822 | $5,294-84.5% | $4,523-81.8% | $6,691-87.7% |
| Admin fee / account holder | $440 | $7,261-93.9% | $6,160-92.9% | $13,402-96.7% |