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 | $8,478 | $99,011-91.4% | $86,582-90.2% | $147,586-94.3% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 12.13% | 1312.75%-1300.6pp | 965.08%-953.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $50 | $3,132-98.4% | $2,839-98.2% | $4,876-99.0% |
| Participant deferral / active EE | $333 | $3,972-91.6% | $3,609-90.8% | $5,439-93.9% |
| Admin fee / account holder | $817 | $5,709-85.7% | $4,904-83.3% | $10,886-92.5% |