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 | $8,646 | $138,102-93.7% | $125,381-93.1% | $134,532-93.6% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.14% | 750.73%-769.9pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,192 | $5,245-77.3% | $4,815-75.2% | $4,741-74.8% |
| Participant deferral / active EE | $2,032 | $7,801-74.0% | $7,448-72.7% | $6,401-68.3% |
| Admin fee / account holder | $385 | $11,568-96.7% | $10,007-96.2% | $11,429-96.6% |