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 | $18,083 | $180,459-90.0% | $154,108-88.3% | $135,380-86.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.51% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,405 | $6,035-76.7% | $5,298-73.5% | $4,779-70.6% |
| Participant deferral / active EE | $1,418 | $5,806-75.6% | $5,081-72.1% | $5,609-74.7% |
| Admin fee / account holder | $6,254 | $16,145-61.3% | $13,411-53.4% | $10,828-42.2% |