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 | $7,111 | $117,829-94.0% | $102,423-93.1% | $145,877-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -27.28% | 31.83%-59.1pp | 29.42%-56.7pp | 551.28%-578.6pp |
| Employer contribution / active EE | $7,590 | $3,615+110.0% | $3,023+151.1% | $4,663+62.8% |
| Participant deferral / active EE | $1,552 | $5,732-72.9% | $5,054-69.3% | $6,691-76.8% |
| Admin fee / account holder | $423 | $13,335-96.8% | $9,455-95.5% | $13,402-96.8% |