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 | $6,827 | $190,879-96.4% | $160,009-95.7% | $134,532-94.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.81% | 552.63%-571.4pp | 408.85%-427.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,392 | $4,995-32.1% | $4,225-19.7% | $4,741-28.5% |
| Participant deferral / active EE | $482 | $6,924-93.0% | $6,183-92.2% | $6,401-92.5% |
| Admin fee / account holder | $3,775 | $10,495-64.0% | $8,715-56.7% | $11,429-67.0% |