Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,048 | $54,370-92.6% | $82,763-95.1% | $68,490-94.1% |
| Participation rate | 71.4% | 63.9%+7.5pp | 72.6%-1.1pp | 67.9%+3.5pp |
| Annual return | -19.87% | -13.67%-6.2pp | 702.45%-722.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $610 | $2,219-72.5% | $3,008-79.7% | $2,597-76.5% |
| Participant deferral / active EE | $825 | $3,247-74.6% | $4,395-81.2% | $4,028-79.5% |
| Admin fee / account holder | $330 | $4,398-92.5% | $5,325-93.8% | $5,403-93.9% |