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 | $3,618 | $138,078-97.4% | $125,363-97.1% | $134,509-97.3% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -48.39% | 750.49%-798.9pp | 572.15%-620.5pp | 418.13%-466.5pp |
| Employer contribution / active EE | $1,148 | $5,245-78.1% | $4,815-76.2% | $4,741-75.8% |
| Participant deferral / active EE | $2,279 | $7,800-70.8% | $7,447-69.4% | $6,400-64.4% |
| Admin fee / account holder | $528 | $11,566-95.4% | $10,005-94.7% | $11,427-95.4% |