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 | $16,844 | $72,404-76.7% | $110,241-84.7% | $64,181-73.8% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.4pp |
| Annual return | -3.32% | -6.29%+3.0pp | 314.75%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $571 | $2,282-75.0% | $3,827-85.1% | $2,381-76.0% |
| Participant deferral / active EE | $1,234 | $3,469-64.4% | $4,672-73.6% | $3,470-64.4% |
| Admin fee / account holder | $6,184 | $5,664+9.2% | $8,548-27.7% | $4,887+26.5% |