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 | $4,171 | $138,102-97.0% | $125,381-96.7% | $134,532-96.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.66% | 750.73%-773.4pp | 572.31%-595.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,235 | $5,245-76.5% | $4,815-74.4% | $4,741-74.0% |
| Participant deferral / active EE | $1,247 | $7,801-84.0% | $7,448-83.3% | $6,401-80.5% |
| Admin fee / account holder | $368 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |