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.
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 | $14,742 | $71,873-79.5% | $86,698-83.0% | $68,490-78.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.38% | 3.54%-15.9pp | 35.96%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,550 | $2,173-28.7% | $2,837-45.4% | $2,597-40.3% |
| Participant deferral / active EE | $1,219 | $3,779-67.7% | $4,656-73.8% | $4,028-69.7% |
| Admin fee / account holder | $751 | $6,110-87.7% | $7,492-90.0% | $5,403-86.1% |