Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,449 | $138,078-98.2% | $125,363-98.0% | $134,509-98.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -22.12% | 750.49%-772.6pp | 572.15%-594.3pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,106 | $5,245-78.9% | $4,815-77.0% | $4,741-76.7% |
| Participant deferral / active EE | $1,245 | $7,800-84.0% | $7,447-83.3% | $6,400-80.5% |
| Admin fee / account holder | $576 | $11,566-95.0% | $10,005-94.2% | $11,427-95.0% |