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 | $8,796 | $99,079-91.1% | $78,002-88.7% | $273,972-96.8% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.5%+18.6pp | 83.0%+11.1pp |
| Annual return | 24.05% | 217.93%-193.9pp | 425.99%-401.9pp | 41.46%-17.4pp |
| Employer contribution / active EE | $4,309 | $3,308+30.3% | $2,470+74.4% | $4,869-11.5% |
| Participant deferral / active EE | $906 | $4,306-79.0% | $3,497-74.1% | $5,287-82.9% |
| Admin fee / account holder | $3,213 | $8,954-64.1% | $5,481-41.4% | $10,133-68.3% |