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 | $1,097 | $110,278-99.0% | $95,740-98.9% | $139,466-99.2% |
| Participation rate | 84.6% | 75.7%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | -15.41% | 27.19%-42.6pp | 28.41%-43.8pp | 373.66%-389.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $500 | $4,674-89.3% | $4,244-88.2% | $6,712-92.6% |
| Admin fee / account holder | $745 | $6,613-88.7% | $5,676-86.9% | $11,409-93.5% |