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 | $14,781 | $53,596-72.4% | $90,657-83.7% | $64,173-77.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.13% | 4.41%-10.5pp | 1.89%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,227 | $1,503-18.3% | $2,532-51.5% | $2,381-48.4% |
| Participant deferral / active EE | $68 | $2,459-97.2% | $3,424-98.0% | $3,470-98.0% |
| Admin fee / account holder | $724 | $3,868-81.3% | $4,994-85.5% | $4,887-85.2% |