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 | $3,066 | $108,882-97.2% | $96,754-96.8% | $154,746-98.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | -21.98% | 98.39%-120.4pp | 82.04%-104.0pp | 172.34%-194.3pp |
| Employer contribution / active EE | $442 | $3,018-85.4% | $2,679-83.5% | $4,379-89.9% |
| Participant deferral / active EE | $687 | $5,323-87.1% | $4,758-85.6% | $6,730-89.8% |
| Admin fee / account holder | $854 | $10,200-91.6% | $8,905-90.4% | $14,365-94.1% |