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 | $15,333 | $52,678-70.9% | $75,784-79.8% | $59,633-74.3% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.8%+16.7pp | 68.7%+23.8pp |
| Annual return | -2.03% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $10,619 | $2,193+384.1% | $3,323+219.5% | $2,203+382.1% |
| Participant deferral / active EE | $81 | $2,591-96.9% | $3,652-97.8% | $3,192-97.5% |
| Admin fee / account holder | $1,410 | $3,610-60.9% | $5,300-73.4% | $4,297-67.2% |