Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,048 | $50,947-94.0% | $74,549-95.9% | $64,173-95.3% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | -5.43% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $217 | $1,115-80.5% | $1,961-88.9% | $2,381-90.9% |
| Participant deferral / active EE | $881 | $2,302-61.7% | $3,108-71.7% | $3,470-74.6% |
| Admin fee / account holder | $562 | $4,221-86.7% | $5,059-88.9% | $4,887-88.5% |