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 | $3,362 | $142,409-97.6% | $119,634-97.2% | $134,545-97.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.94% | -12.46%-5.5pp | -14.98%-3.0pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,468 | $5,224-71.9% | $4,232-65.3% | $4,742-69.0% |
| Participant deferral / active EE | $565 | $6,468-91.3% | $5,601-89.9% | $6,401-91.2% |
| Admin fee / account holder | $425 | $13,594-96.9% | $10,329-95.9% | $11,431-96.3% |