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 | $8,287 | $73,848-88.8% | $143,799-94.2% | $68,486-87.9% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -10.81% | 0.91%-11.7pp | -0.04%-10.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,215 | $3,184-61.8% | $4,952-75.5% | $2,597-53.2% |
| Participant deferral / active EE | $831 | $3,385-75.5% | $5,638-85.3% | $4,028-79.4% |
| Admin fee / account holder | $464 | $5,755-91.9% | $14,677-96.8% | $5,404-91.4% |