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 | $10,615 | $138,102-92.3% | $125,381-91.5% | $134,532-92.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.33% | 750.73%-770.1pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,456 | $5,245-53.2% | $4,815-49.0% | $4,741-48.2% |
| Participant deferral / active EE | $2,091 | $7,801-73.2% | $7,448-71.9% | $6,401-67.3% |
| Admin fee / account holder | $3,502 | $11,568-69.7% | $10,007-65.0% | $11,429-69.4% |