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 | $10,089 | $45,152-77.7% | $73,835-86.3% | $59,633-83.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.20% | 27.40%-26.2pp | 2268.13%-2266.9pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $2,021 | $1,901+6.3% | $2,788-27.5% | $2,203-8.2% |
| Participant deferral / active EE | $676 | $2,573-73.7% | $3,583-81.1% | $3,192-78.8% |
| Admin fee / account holder | $306 | $3,515-91.3% | $4,880-93.7% | $4,297-92.9% |