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 | $7,692 | $144,130-94.7% | $117,861-93.5% | $147,586-94.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.90% | 531.20%-507.3pp | 335.11%-311.2pp | 578.59%-554.7pp |
| Employer contribution / active EE | $891 | $4,897-81.8% | $3,786-76.5% | $4,876-81.7% |
| Participant deferral / active EE | $398 | $5,316-92.5% | $4,482-91.1% | $5,439-92.7% |
| Admin fee / account holder | $632 | $10,887-94.2% | $8,021-92.1% | $10,886-94.2% |