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 | $9,265 | $75,832-87.8% | $147,617-93.7% | $59,633-84.5% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | -0.54% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $595 | $3,485-82.9% | $5,564-89.3% | $2,203-73.0% |
| Participant deferral / active EE | $696 | $3,131-77.8% | $4,895-85.8% | $3,192-78.2% |
| Admin fee / account holder | $3,117 | $5,986-47.9% | $11,612-73.2% | $4,297-27.5% |