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 | $7,534 | $61,660-87.8% | $80,022-90.6% | $64,173-88.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.42% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,124 | $1,810-37.9% | $2,468-54.5% | $2,381-52.8% |
| Participant deferral / active EE | $701 | $2,968-76.4% | $3,686-81.0% | $3,470-79.8% |
| Admin fee / account holder | $958 | $5,417-82.3% | $6,521-85.3% | $4,887-80.4% |