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 | $8,200 | $56,197-85.4% | $67,652-87.9% | $59,633-86.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.94% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $754 | $1,615-53.3% | $2,266-66.7% | $2,203-65.8% |
| Participant deferral / active EE | $431 | $2,844-84.8% | $3,560-87.9% | $3,192-86.5% |
| Admin fee / account holder | $3,047 | $3,958-23.0% | $4,821-36.8% | $4,297-29.1% |