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 | $2,061 | $76,368-97.3% | $67,681-97.0% | $154,746-98.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 22.52% | 1066.77%-1044.3pp | 590.58%-568.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $445 | $3,151-85.9% | $2,678-83.4% | $4,379-89.8% |
| Participant deferral / active EE | $515 | $4,824-89.3% | $3,976-87.1% | $6,730-92.4% |
| Admin fee / account holder | $455 | $8,559-94.7% | $6,100-92.5% | $14,365-96.8% |