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 | $15,784 | $79,633-80.2% | $93,759-83.2% | $68,486-77.0% |
| Participation rate | 93.1% | 75.4%+17.7pp | 81.0%+12.1pp | 67.9%+25.2pp |
| Annual return | -14.04% | -0.10%-13.9pp | -11.33%-2.7pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,147 | $3,665-68.7% | $4,324-73.5% | $2,597-55.8% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,096-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,634 | $6,871-61.7% | $7,197-63.4% | $5,404-51.3% |