Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,342 | $202,342-98.3% | $172,753-98.1% | $152,909-97.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 13.40% | 1029.88%-1016.5pp | 803.00%-789.6pp | 345.46%-332.1pp |
| Employer contribution / active EE | $1,692 | $5,857-71.1% | $5,144-67.1% | $4,764-64.5% |
| Participant deferral / active EE | $1,646 | $5,948-72.3% | $5,198-68.3% | $5,851-71.9% |
| Admin fee / account holder | $8,393 | $17,112-50.9% | $13,956-39.9% | $11,601-27.6% |