Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,430 | $162,136-96.7% | $152,301-96.4% | $154,746-96.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -12.99% | 91.02%-104.0pp | 80.50%-93.5pp | 172.34%-185.3pp |
| Employer contribution / active EE | $1,287 | $4,890-73.7% | $4,624-72.2% | $4,379-70.6% |
| Participant deferral / active EE | $2,587 | $8,341-69.0% | $8,004-67.7% | $6,730-61.6% |
| Admin fee / account holder | $1,486 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |