Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,068 | $105,866-92.4% | $90,766-91.1% | $134,545-94.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -16.01% | -10.99%-5.0pp | -12.16%-3.9pp | 418.37%-434.4pp |
| Employer contribution / active EE | $849 | $3,464-75.5% | $2,922-70.9% | $4,742-82.1% |
| Participant deferral / active EE | $1,313 | $5,217-74.8% | $4,565-71.2% | $6,401-79.5% |
| Admin fee / account holder | $326 | $13,938-97.7% | $8,446-96.1% | $11,431-97.1% |