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 | $1,853 | $92,743-98.0% | $82,744-97.8% | $134,532-98.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.23% | 946.63%-947.9pp | 702.22%-703.5pp | 418.27%-419.5pp |
| Employer contribution / active EE | $712 | $3,273-78.2% | $3,008-76.3% | $4,741-85.0% |
| Participant deferral / active EE | $865 | $4,802-82.0% | $4,395-80.3% | $6,401-86.5% |
| Admin fee / account holder | $1,860 | $5,977-68.9% | $5,325-65.1% | $11,429-83.7% |