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 | $2,932 | $148,582-98.0% | $135,942-97.8% | $139,456-97.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -10.31% | 79.26%-89.6pp | 68.28%-78.6pp | 373.45%-383.8pp |
| Employer contribution / active EE | $2,015 | $5,245-61.6% | $4,858-58.5% | $4,753-57.6% |
| Participant deferral / active EE | $1,165 | $8,101-85.6% | $7,759-85.0% | $6,711-82.6% |
| Admin fee / account holder | $4,465 | $12,402-64.0% | $10,764-58.5% | $11,407-60.9% |