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 | $7,909 | $142,392-94.4% | $119,622-93.4% | $134,532-94.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.79% | -12.46%-5.3pp | -14.98%-2.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,804 | $5,224-65.5% | $4,232-57.4% | $4,741-62.0% |
| Participant deferral / active EE | $913 | $6,467-85.9% | $5,601-83.7% | $6,401-85.7% |
| Admin fee / account holder | $1,322 | $13,593-90.3% | $10,328-87.2% | $11,429-88.4% |