Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,990 | $138,102-97.1% | $125,381-96.8% | $134,532-97.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.82% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,668 | $5,245-68.2% | $4,815-65.4% | $4,741-64.8% |
| Participant deferral / active EE | $1,446 | $7,801-81.5% | $7,448-80.6% | $6,401-77.4% |
| Admin fee / account holder | $521 | $11,568-95.5% | $10,007-94.8% | $11,429-95.4% |