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 | $15,638 | $138,076-88.7% | $123,553-87.3% | $135,380-88.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -1.91% | 153.70%-155.6pp | 119.21%-121.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $1,532 | $5,152-70.3% | $4,628-66.9% | $4,779-67.9% |
| Participant deferral / active EE | $1,137 | $6,800-83.3% | $6,426-82.3% | $5,609-79.7% |
| Admin fee / account holder | $1,364 | $10,917-87.5% | $9,284-85.3% | $10,828-87.4% |