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 | $2,539 | $183,539-98.6% | $155,556-98.4% | $145,897-98.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.38% | 61.31%-58.9pp | 64.84%-62.5pp | 552.29%-549.9pp |
| Employer contribution / active EE | $1,192 | $5,315-77.6% | $4,675-74.5% | $4,663-74.4% |
| Participant deferral / active EE | $632 | $6,467-90.2% | $5,631-88.8% | $6,689-90.6% |
| Admin fee / account holder | $325 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |