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 | $11,170 | $75,962-85.3% | $154,108-92.8% | $64,173-82.6% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -5.57% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,668 | $3,350-50.2% | $5,298-68.5% | $2,381-30.0% |
| Participant deferral / active EE | $491 | $3,175-84.5% | $5,081-90.3% | $3,470-85.8% |
| Admin fee / account holder | $5,488 | $5,589-1.8% | $13,411-59.1% | $4,887+12.3% |