Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,492 | $167,352-97.3% | $143,788-96.9% | $134,509-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.58% | 0.47%-12.1pp | -0.03%-11.5pp | 418.13%-429.7pp |
| Employer contribution / active EE | $1,391 | $5,620-75.2% | $4,952-71.9% | $4,741-70.6% |
| Participant deferral / active EE | $1,553 | $6,447-75.9% | $5,638-72.5% | $6,400-75.7% |
| Admin fee / account holder | $34,125 | $18,091+88.6% | $14,675+132.5% | $11,427+198.6% |