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 | $1,527 | $110,093-98.6% | $97,295-98.4% | $145,897-99.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.35% | 244.76%-244.4pp | 75.62%-75.3pp | 552.29%-551.9pp |
| Employer contribution / active EE | $446 | $3,077-85.5% | $2,723-83.6% | $4,663-90.4% |
| Participant deferral / active EE | $520 | $4,678-88.9% | $4,264-87.8% | $6,689-92.2% |
| Admin fee / account holder | $4,819 | $6,212-22.4% | $5,646-14.7% | $13,390-64.0% |