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 | $7,903 | $129,959-93.9% | $104,301-92.4% | $134,532-94.1% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -10.57% | 42.04%-52.6pp | 24.61%-35.2pp | 418.27%-428.8pp |
| Employer contribution / active EE | $961 | $4,185-77.0% | $3,373-71.5% | $4,741-79.7% |
| Participant deferral / active EE | $1,016 | $5,589-81.8% | $4,626-78.0% | $6,401-84.1% |
| Admin fee / account holder | $7,391 | $9,325-20.7% | $7,340+0.7% | $11,429-35.3% |