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 | $5,056 | $100,805-95.0% | $86,698-94.2% | $134,532-96.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -16.42% | 29.09%-45.5pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,328 | $3,490-62.0% | $2,837-53.2% | $4,741-72.0% |
| Participant deferral / active EE | $1,551 | $5,339-70.9% | $4,656-66.7% | $6,401-75.8% |
| Admin fee / account holder | $3,193 | $10,925-70.8% | $7,493-57.4% | $11,429-72.1% |