Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,975 | $167,362-95.8% | $143,799-95.1% | $134,532-94.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -18.52% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,880 | $5,620-66.5% | $4,952-62.0% | $4,741-60.3% |
| Participant deferral / active EE | $1,904 | $6,447-70.5% | $5,638-66.2% | $6,401-70.3% |
| Admin fee / account holder | $336 | $18,094-98.1% | $14,677-97.7% | $11,429-97.1% |