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 | $8,671 | $225,135-96.1% | $123,894-93.0% | - |
| Participation rate | 81.8% | 69.5%+12.3pp | 81.4%+0.4pp | - |
| Annual return | 0.00% | 8.01%-8.0pp | 47.52%-47.5pp | - |
| Employer contribution / active EE | $0 | $2,580-100.0% | $4,617-100.0% | - |
| Participant deferral / active EE | $7,931 | $4,315+83.8% | $5,984+32.5% | - |
| Admin fee / account holder | $433 | $19,833-97.8% | $8,357-94.8% | - |