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 | $11,862 | $138,102-91.4% | $125,381-90.5% | $134,532-91.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.73% | 750.73%-768.5pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,515 | $5,245-71.1% | $4,815-68.5% | $4,741-68.0% |
| Participant deferral / active EE | $1,719 | $7,801-78.0% | $7,448-76.9% | $6,401-73.1% |
| Admin fee / account holder | $411 | $11,568-96.4% | $10,007-95.9% | $11,429-96.4% |