Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,129 | $138,102-91.9% | $125,381-91.1% | $134,532-91.7% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -7.72% | 750.73%-758.4pp | 572.31%-580.0pp | 418.27%-426.0pp |
| Employer contribution / active EE | $1,250 | $5,245-76.2% | $4,815-74.0% | $4,741-73.6% |
| Participant deferral / active EE | $2,095 | $7,801-73.1% | $7,448-71.9% | $6,401-67.3% |
| Admin fee / account holder | $3,450 | $11,568-70.2% | $10,007-65.5% | $11,429-69.8% |