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 | $7,277 | $75,962-90.4% | $154,108-95.3% | $64,173-88.7% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -5.29% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,012 | $3,350-69.8% | $5,298-80.9% | $2,381-57.5% |
| Participant deferral / active EE | $457 | $3,175-85.6% | $5,081-91.0% | $3,470-86.8% |
| Admin fee / account holder | $1,476 | $5,589-73.6% | $13,411-89.0% | $4,887-69.8% |