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 | $28,752 | $110,083-73.9% | $151,645-81.0% | $68,490-58.0% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -14.66% | -10.12%-4.5pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,571 | $6,526-60.6% | $8,363-69.3% | $4,028-36.2% |
| Admin fee / account holder | $3,437 | $7,718-55.5% | $11,614-70.4% | $5,403-36.4% |