Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $4,601 | $160,059-97.1% | $140,019-96.7% | $135,380-96.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.71% | 911.48%-919.2pp | 651.17%-658.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $496 | $6,420-92.3% | $5,605-91.2% | $4,779-89.6% |
| Participant deferral / active EE | $4,589 | $7,641-39.9% | $6,927-33.7% | $5,609-18.2% |
| Admin fee / account holder | $5,880 | $13,328-55.9% | $10,705-45.1% | $10,828-45.7% |