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 | $5,401 | $138,114-96.1% | $125,391-95.7% | $134,545-96.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.45% | 750.88%-758.3pp | 572.41%-579.9pp | 418.37%-425.8pp |
| Employer contribution / active EE | $1,472 | $5,246-71.9% | $4,816-69.4% | $4,742-69.0% |
| Participant deferral / active EE | $2,438 | $7,801-68.7% | $7,448-67.3% | $6,401-61.9% |
| Admin fee / account holder | $1,287 | $11,570-88.9% | $10,009-87.1% | $11,431-88.7% |