Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,190 | $114,013-97.2% | $103,693-96.9% | $155,188-97.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 3.08% | 49.31%-46.2pp | 47.61%-44.5pp | 148.84%-145.8pp |
| Employer contribution / active EE | $250 | $3,131-92.0% | $2,920-91.4% | $4,248-94.1% |
| Participant deferral / active EE | $250 | $4,970-95.0% | $4,579-94.5% | $6,531-96.2% |
| Admin fee / account holder | $830 | $8,407-90.1% | $7,858-89.4% | $14,480-94.3% |