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 | $19,714 | $99,032-80.1% | $80,022-75.4% | $135,382-85.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.52% | 15.39%-21.9pp | 11.22%-17.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $520 | $3,043-82.9% | $2,468-78.9% | $4,779-89.1% |
| Participant deferral / active EE | $1,115 | $4,282-74.0% | $3,686-69.7% | $5,609-80.1% |
| Admin fee / account holder | $1,107 | $10,436-89.4% | $6,521-83.0% | $10,829-89.8% |