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 | $12,947 | $180,459-92.8% | $154,108-91.6% | $135,380-90.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.92% | 888.21%-891.1pp | 735.21%-738.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,194 | $6,035-63.6% | $5,298-58.6% | $4,779-54.1% |
| Participant deferral / active EE | $1,398 | $5,806-75.9% | $5,081-72.5% | $5,609-75.1% |
| Admin fee / account holder | $4,126 | $16,145-74.4% | $13,411-69.2% | $10,828-61.9% |