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 | $11,441 | $75,962-84.9% | $154,108-92.6% | $64,173-82.2% |
| Participation rate | 81.1% | 70.4%+10.7pp | 83.0%-1.9pp | 69.6%+11.6pp |
| Annual return | -5.78% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $562 | $3,350-83.2% | $5,298-89.4% | $2,381-76.4% |
| Participant deferral / active EE | $670 | $3,175-78.9% | $5,081-86.8% | $3,470-80.7% |
| Admin fee / account holder | $559 | $5,589-90.0% | $13,411-95.8% | $4,887-88.6% |