Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,884 | $138,078-97.2% | $125,363-96.9% | $134,509-97.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.86% | 750.49%-770.3pp | 572.15%-592.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $1,336 | $5,245-74.5% | $4,815-72.2% | $4,741-71.8% |
| Participant deferral / active EE | $1,560 | $7,800-80.0% | $7,447-79.1% | $6,400-75.6% |
| Admin fee / account holder | $990 | $11,566-91.4% | $10,005-90.1% | $11,427-91.3% |