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 | $8,655 | $108,897-92.1% | $100,378-91.4% | $145,877-94.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.92% | 58.17%-48.3pp | 49.41%-39.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,173 | $4,420-73.5% | $3,942-70.3% | $4,663-74.9% |
| Participant deferral / active EE | $1,492 | $8,455-82.4% | $8,087-81.6% | $6,691-77.7% |
| Admin fee / account holder | $1,642 | $9,690-83.1% | $7,899-79.2% | $13,402-87.7% |