Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,914 | $82,674-96.5% | $125,381-97.7% | $68,486-95.7% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -23.22% | -5.97%-17.3pp | 572.31%-595.5pp | -7.85%-15.4pp |
| Employer contribution / active EE | $1,007 | $3,382-70.2% | $4,815-79.1% | $2,597-61.2% |
| Participant deferral / active EE | $1,648 | $6,111-73.0% | $7,448-77.9% | $4,028-59.1% |
| Admin fee / account holder | $720 | $6,277-88.5% | $10,007-92.8% | $5,404-86.7% |