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 | $16,604 | $160,059-89.6% | $140,019-88.1% | $135,380-87.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.16% | 911.48%-915.6pp | 651.17%-655.3pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,780 | $6,420-72.3% | $5,605-68.2% | $4,779-62.8% |
| Participant deferral / active EE | $2,364 | $7,641-69.1% | $6,927-65.9% | $5,609-57.9% |
| Admin fee / account holder | $5,482 | $13,328-58.9% | $10,705-48.8% | $10,828-49.4% |