Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,793 | $132,634-98.6% | $115,768-98.5% | $137,256-98.7% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 9.19% | 160.70%-151.5pp | 100.46%-91.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $182 | $5,619-96.8% | $4,917-96.3% | $6,407-97.2% |
| Admin fee / account holder | $418 | $15,028-97.2% | $12,439-96.6% | $12,270-96.6% |