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 | $19,855 | $180,466-89.0% | $154,114-87.1% | $135,382-85.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -6.09% | 888.15%-894.2pp | 735.16%-741.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,891 | $6,035-68.7% | $5,298-64.3% | $4,779-60.4% |
| Participant deferral / active EE | $900 | $5,806-84.5% | $5,081-82.3% | $5,609-83.9% |
| Admin fee / account holder | $5,411 | $16,144-66.5% | $13,411-59.7% | $10,829-50.0% |