Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,329 | $87,016-90.4% | $63,244-86.8% | $125,389-93.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.03% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,572 | $3,601-56.4% | $2,322-32.3% | $4,866-67.7% |
| Participant deferral / active EE | $680 | $3,939-82.7% | $2,953-77.0% | $5,352-87.3% |
| Admin fee / account holder | $7,586 | $11,954-36.5% | $5,893+28.7% | $9,541-20.5% |