Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,825 | $167,353-93.5% | $143,797-92.5% | $134,545-92.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.24% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,327 | $5,620-76.4% | $4,952-73.2% | $4,742-72.0% |
| Participant deferral / active EE | $1,659 | $6,447-74.3% | $5,638-70.6% | $6,401-74.1% |
| Admin fee / account holder | $940 | $18,096-94.8% | $14,679-93.6% | $11,431-91.8% |