Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,064 | $82,678-95.1% | $125,391-96.8% | $68,490-94.1% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,229 | $3,382-34.1% | $4,816-53.7% | $2,597-14.2% |
| Participant deferral / active EE | $2,453 | $6,111-59.9% | $7,448-67.1% | $4,028-39.1% |
| Admin fee / account holder | $423 | $6,277-93.3% | $10,009-95.8% | $5,403-92.2% |