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 | $117,859-94.0% | $102,438-93.1% | $145,959-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -27.28% | 31.72%-59.0pp | 29.37%-56.6pp | 561.95%-589.2pp |
| Employer contribution / active EE | $7,590 | $3,615+109.9% | $3,024+151.0% | $4,661+62.8% |
| Participant deferral / active EE | $1,552 | $5,732-72.9% | $5,054-69.3% | $6,689-76.8% |
| Admin fee / account holder | $423 | $13,318-96.8% | $9,448-95.5% | $13,398-96.8% |