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 | $18,452 | $79,223-76.7% | $102,460-82.0% | $74,478-75.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -25.40% | 54.98%-80.4pp | 29.47%-54.9pp | 1370.56%-1396.0pp |
| Employer contribution / active EE | $1,641 | $2,363-30.6% | $3,025-45.8% | $2,626-37.5% |
| Participant deferral / active EE | $1,647 | $4,417-62.7% | $5,056-67.4% | $4,350-62.1% |
| Admin fee / account holder | $1,917 | $2,003-4.3% | $9,460-79.7% | $1,946-1.5% |