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 | $27,828 | $180,462-84.6% | $154,111-81.9% | $135,379-79.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -4.90% | 888.17%-893.1pp | 735.18%-740.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,058 | $6,036-65.9% | $5,298-61.1% | $4,779-56.9% |
| Participant deferral / active EE | $1,681 | $5,806-71.0% | $5,081-66.9% | $5,609-70.0% |
| Admin fee / account holder | $2,626 | $16,145-83.7% | $13,411-80.4% | $10,828-75.7% |