Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,273 | $162,136-99.2% | $152,301-99.2% | $154,746-99.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.60% | 91.02%-85.4pp | 80.50%-74.9pp | 172.34%-166.7pp |
| Employer contribution / active EE | $1,496 | $4,890-69.4% | $4,624-67.7% | $4,379-65.8% |
| Participant deferral / active EE | $2,244 | $8,341-73.1% | $8,004-72.0% | $6,730-66.7% |
| Admin fee / account holder | $72,526 | $15,759+360.2% | $14,398+403.7% | $14,365+404.9% |