Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
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 | $7,789 | $73,019-89.3% | $90,766-91.4% | $68,490-88.6% |
| Participation rate | 93.1% | 70.8%+22.3pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -18.77% | -13.81%-5.0pp | -12.16%-6.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,992 | $2,193-9.2% | $2,922-31.8% | $2,597-23.3% |
| Participant deferral / active EE | $923 | $3,626-74.5% | $4,565-79.8% | $4,028-77.1% |
| Admin fee / account holder | $1,164 | $5,897-80.3% | $8,446-86.2% | $5,403-78.5% |