Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,847 | $82,678-90.5% | $125,391-93.7% | $68,490-88.5% |
| Participation rate | 81.6% | 75.1%+6.6pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.41%-591.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,453 | $3,382-57.0% | $4,816-69.8% | $2,597-44.0% |
| Participant deferral / active EE | $2,393 | $6,111-60.8% | $7,448-67.9% | $4,028-40.6% |
| Admin fee / account holder | $454 | $6,277-92.8% | $10,009-95.5% | $5,403-91.6% |