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 | $16,244 | $138,076-88.2% | $123,553-86.9% | $135,380-88.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.86% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,284 | $5,152-75.1% | $4,628-72.3% | $4,779-73.1% |
| Participant deferral / active EE | $1,619 | $6,800-76.2% | $6,426-74.8% | $5,609-71.1% |
| Admin fee / account holder | $18,363 | $10,917+68.2% | $9,284+97.8% | $10,828+69.6% |