Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,057 | $82,674-85.4% | $125,381-90.4% | $68,486-82.4% |
| Participation rate | 87.3% | 75.1%+12.2pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $765 | $3,382-77.4% | $4,815-84.1% | $2,597-70.6% |
| Participant deferral / active EE | $2,304 | $6,111-62.3% | $7,448-69.1% | $4,028-42.8% |
| Admin fee / account holder | $373 | $6,277-94.1% | $10,007-96.3% | $5,404-93.1% |