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 | $23,796 | $160,059-85.1% | $140,019-83.0% | $135,380-82.4% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -3.95% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,486 | $6,420-76.9% | $5,605-73.5% | $4,779-68.9% |
| Participant deferral / active EE | $1,315 | $7,641-82.8% | $6,927-81.0% | $5,609-76.5% |
| Admin fee / account holder | $19,013 | $13,328+42.7% | $10,705+77.6% | $10,828+75.6% |