Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,718 | $92,743-97.1% | $82,744-96.7% | $134,532-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.94% | 946.63%-961.6pp | 702.22%-717.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $606 | $3,273-81.5% | $3,008-79.8% | $4,741-87.2% |
| Participant deferral / active EE | $813 | $4,802-83.1% | $4,395-81.5% | $6,401-87.3% |
| Admin fee / account holder | $2,830 | $5,977-52.7% | $5,325-46.8% | $11,429-75.2% |